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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 | $65,356 | $63,346+3.2% | $92,240-29.1% | $70,126-6.8% |
| Participation rate | 43.1% | 68.7%-25.6pp | 76.5%-33.4pp | 69.5%-26.5pp |
| Annual return | 6.80% | 530.19%-523.4pp | 176.29%-169.5pp | 73.15%-66.3pp |
| Employer contribution / active EE | $2,659 | $2,471+7.6% | $3,680-27.7% | $2,343+13.5% |
| Participant deferral / active EE | $2,381 | $2,854-16.6% | $3,897-38.9% | $3,332-28.5% |
| Admin fee / account holder | $975 | $3,841-74.6% | $5,194-81.2% | $4,645-79.0% |