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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 | $68,080 | $53,128+28.1% | $86,582-21.4% | $70,126-2.9% |
| Participation rate | 64.5% | 65.3%-0.8pp | 73.5%-9.0pp | 69.5%-5.0pp |
| Annual return | 10.14% | 27.66%-17.5pp | 965.08%-954.9pp | 73.15%-63.0pp |
| Employer contribution / active EE | $556 | $2,068-73.1% | $2,839-80.4% | $2,343-76.3% |
| Participant deferral / active EE | $3,389 | $2,695+25.7% | $3,609-6.1% | $3,332+1.7% |
| Admin fee / account holder | $16,629 | $3,584+364.0% | $4,904+239.1% | $4,645+258.0% |