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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 | $64,805 | $49,891+29.9% | $80,607-19.6% | $75,181-13.8% |
| Participation rate | 68.0% | 55.3%+12.7pp | 67.0%+1.0pp | 67.2%+0.8pp |
| Annual return | 13.43% | 34.67%-21.2pp | 936.11%-922.7pp | 160.69%-147.3pp |
| Employer contribution / active EE | $682 | $1,698-59.8% | $2,724-75.0% | $2,671-74.5% |
| Participant deferral / active EE | $2,593 | $2,991-13.3% | $4,448-41.7% | $4,126-37.1% |
| Admin fee / account holder | $2,980 | $3,578-16.7% | $5,379-44.6% | $5,650-47.3% |