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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 | $61,224 | $65,961-7.2% | $180,320-66.0% | $94,015-34.9% |
| Participation rate | 64.8% | 61.3%+3.5pp | 71.5%-6.7pp | 70.8%-6.0pp |
| Annual return | 7.59% | 14.27%-6.7pp | 778.54%-770.9pp | 17.84%-10.3pp |
| Employer contribution / active EE | $2,944 | $1,737+69.4% | $4,108-28.3% | $2,790+5.5% |
| Participant deferral / active EE | $5,292 | $3,003+76.2% | $4,304+22.9% | $4,249+24.5% |
| Admin fee / account holder | $3,591 | $4,901-26.7% | $10,000-64.1% | $8,951-59.9% |