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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 | $42,367 | $56,431-24.9% | $130,788-67.6% | $87,485-51.6% |
| Participation rate | 61.2% | 58.9%+2.2pp | 70.1%-8.9pp | 68.9%-7.8pp |
| Annual return | 8.41% | 91.27%-82.9pp | 386.44%-378.0pp | 26.06%-17.6pp |
| Employer contribution / active EE | $1,693 | $1,549+9.3% | $3,558-52.4% | $2,596-34.8% |
| Participant deferral / active EE | $3,559 | $2,749+29.5% | $4,137-14.0% | $4,274-16.7% |
| Admin fee / account holder | $3,500 | $4,433-21.0% | $6,673-47.5% | $7,775-55.0% |