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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 | $56,116+9.1% | $135,768-54.9% | $86,983-29.6% |
| Participation rate | 64.8% | 60.1%+4.7pp | 71.1%-6.3pp | 69.5%-4.8pp |
| Annual return | 7.59% | 125.33%-117.7pp | 526.10%-518.5pp | 25.83%-18.2pp |
| Employer contribution / active EE | $2,944 | $1,528+92.7% | $3,394-13.3% | $2,584+13.9% |
| Participant deferral / active EE | $5,292 | $2,690+96.7% | $3,977+33.1% | $4,194+26.2% |
| Admin fee / account holder | $3,591 | $4,314-16.8% | $7,048-49.1% | $7,856-54.3% |