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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 | $76,182 | $78,976-3.5% | $100,383-24.1% | $74,546+2.2% |
| Participation rate | 69.0% | 79.5%-10.5pp | 81.5%-12.5pp | 67.2%+1.8pp |
| Annual return | 12.47% | 20.62%-8.1pp | 49.26%-36.8pp | 1366.03%-1353.6pp |
| Employer contribution / active EE | $1,010 | $3,019-66.5% | $3,944-74.4% | $2,624-61.5% |
| Participant deferral / active EE | $7,327 | $7,758-5.6% | $8,086-9.4% | $4,347+68.5% |
| Admin fee / account holder | $13,259 | $1,330+897.0% | $7,900+67.8% | $1,944+582.2% |