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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 | $65,471 | $70,121-6.6% | $63,803+2.6% | $138,895-52.9% |
| Participation rate | 60.0% | 77.2%-17.2pp | 72.7%-12.7pp | 79.9%-19.9pp |
| Annual return | 5.50% | 946.48%-941.0pp | 543.72%-538.2pp | 145.39%-139.9pp |
| Employer contribution / active EE | $2,919 | $2,882+1.3% | $2,532+15.3% | $4,194-30.4% |
| Participant deferral / active EE | $3,846 | $4,535-15.2% | $3,843+0.1% | $6,396-39.9% |
| Admin fee / account holder | $5,855 | $6,738-13.1% | $5,196+12.7% | $12,562-53.4% |