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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 | $56,116-24.5% | $135,768-68.8% | $86,983-51.3% |
| Participation rate | 61.2% | 60.1%+1.0pp | 71.1%-9.9pp | 69.5%-8.4pp |
| Annual return | 8.41% | 125.33%-116.9pp | 526.10%-517.7pp | 25.83%-17.4pp |
| Employer contribution / active EE | $1,693 | $1,528+10.8% | $3,394-50.1% | $2,584-34.5% |
| Participant deferral / active EE | $3,559 | $2,690+32.3% | $3,977-10.5% | $4,194-15.1% |
| Admin fee / account holder | $3,500 | $4,314-18.9% | $7,048-50.3% | $7,856-55.4% |