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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 | $75,595 | $51,638+46.4% | $68,368+10.6% | $82,448-8.3% |
| Participation rate | 62.1% | 63.6%-1.5pp | 73.8%-11.7pp | 68.1%-6.0pp |
| Annual return | 6.52% | 37.53%-31.0pp | 292.57%-286.1pp | 41.64%-35.1pp |
| Employer contribution / active EE | $1,746 | $2,047-14.7% | $2,649-34.1% | $2,551-31.5% |
| Participant deferral / active EE | $3,179 | $2,914+9.1% | $4,123-22.9% | $4,139-23.2% |
| Admin fee / account holder | $3,201 | $4,643-31.1% | $5,150-37.8% | $7,234-55.7% |