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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 | $67,223 | $70,366-4.5% | $66,674+0.8% | $138,895-51.6% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 11.96% | 386.41%-374.4pp | 321.24%-309.3pp | 145.39%-133.4pp |
| Employer contribution / active EE | $405 | $2,765-85.4% | $2,620-84.5% | $4,194-90.3% |
| Participant deferral / active EE | $2,929 | $4,374-33.0% | $4,084-28.3% | $6,396-54.2% |
| Admin fee / account holder | $7,119 | $5,262+35.3% | $5,098+39.6% | $12,562-43.3% |