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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 | $78,654 | $65,555+20.0% | $86,216-8.8% | $75,173+4.6% |
| Participation rate | 69.7% | 60.5%+9.2pp | 69.0%+0.7pp | 67.2%+2.5pp |
| Annual return | 9.70% | 46.07%-36.4pp | 1169.42%-1159.7pp | 160.72%-151.0pp |
| Employer contribution / active EE | $1,113 | $1,553-28.3% | $2,382-53.3% | $2,671-58.3% |
| Participant deferral / active EE | $3,297 | $3,023+9.1% | $3,986-17.3% | $4,126-20.1% |
| Admin fee / account holder | $1,627 | $5,469-70.2% | $6,853-76.3% | $5,651-71.2% |