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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 | $50,082 | $49,976+0.2% | $66,674-24.9% | $82,637-39.4% |
| Participation rate | 66.2% | 63.1%+3.1pp | 73.7%-7.5pp | 68.1%-1.9pp |
| Annual return | 12.25% | 39.09%-26.8pp | 321.24%-309.0pp | 53.51%-41.3pp |
| Employer contribution / active EE | $1,108 | $1,988-44.3% | $2,620-57.7% | $2,552-56.6% |
| Participant deferral / active EE | $1,234 | $2,847-56.6% | $4,084-69.8% | $4,126-70.1% |
| Admin fee / account holder | $900 | $4,594-80.4% | $5,098-82.3% | $7,339-87.7% |