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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,886 | $48,053+45.4% | $84,637-17.4% | $72,976-4.2% |
| Participation rate | 66.7% | 57.6%+9.1pp | 68.2%-1.6pp | 69.5%-2.8pp |
| Annual return | 15.04% | 37.39%-22.4pp | 258.82%-243.8pp | 81.02%-66.0pp |
| Employer contribution / active EE | $316 | $1,602-80.3% | $2,653-88.1% | $2,440-87.0% |
| Participant deferral / active EE | $2,008 | $2,681-25.1% | $3,900-48.5% | $3,608-44.3% |
| Admin fee / account holder | $7,733 | $3,395+127.8% | $4,914+57.4% | $5,124+50.9% |