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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 | $56,431+8.5% | $130,788-53.2% | $87,485-30.0% |
| Participation rate | 64.8% | 58.9%+5.8pp | 70.1%-5.3pp | 68.9%-4.1pp |
| Annual return | 7.59% | 91.27%-83.7pp | 386.44%-378.8pp | 26.06%-18.5pp |
| Employer contribution / active EE | $2,944 | $1,549+90.0% | $3,558-17.3% | $2,596+13.4% |
| Participant deferral / active EE | $5,292 | $2,749+92.5% | $4,137+27.9% | $4,274+23.8% |
| Admin fee / account holder | $3,591 | $4,433-19.0% | $6,673-46.2% | $7,775-53.8% |