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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 | $53,063-20.2% | $124,206-65.9% | $82,637-48.7% |
| Participation rate | 61.2% | 58.4%+2.8pp | 69.6%-8.4pp | 68.1%-6.9pp |
| Annual return | 8.41% | 68.87%-60.5pp | 515.27%-506.9pp | 53.51%-45.1pp |
| Employer contribution / active EE | $1,693 | $1,530+10.7% | $3,540-52.2% | $2,552-33.6% |
| Participant deferral / active EE | $3,559 | $2,644+34.6% | $3,968-10.3% | $4,126-13.7% |
| Admin fee / account holder | $3,500 | $4,281-18.2% | $5,929-41.0% | $7,339-52.3% |