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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 | $65,938 | $63,346+4.1% | $92,240-28.5% | $70,126-6.0% |
| Participation rate | 57.8% | 68.7%-10.9pp | 76.5%-18.7pp | 69.5%-11.8pp |
| Annual return | 7.55% | 530.19%-522.6pp | 176.29%-168.7pp | 73.15%-65.6pp |
| Employer contribution / active EE | $1,435 | $2,471-41.9% | $3,680-61.0% | $2,343-38.8% |
| Participant deferral / active EE | $3,434 | $2,854+20.3% | $3,897-11.9% | $3,332+3.1% |
| Admin fee / account holder | $2,990 | $3,841-22.1% | $5,194-42.4% | $4,645-35.6% |