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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 | $59,957 | $49,976+20.0% | $66,674-10.1% | $82,637-27.4% |
| Participation rate | 69.7% | 63.1%+6.6pp | 73.7%-4.0pp | 68.1%+1.6pp |
| Annual return | 13.39% | 39.09%-25.7pp | 321.24%-307.8pp | 53.51%-40.1pp |
| Employer contribution / active EE | $639 | $1,988-67.9% | $2,620-75.6% | $2,552-75.0% |
| Participant deferral / active EE | $1,673 | $2,847-41.2% | $4,084-59.0% | $4,126-59.5% |
| Admin fee / account holder | $12,101 | $4,594+163.4% | $5,098+137.4% | $7,339+64.9% |