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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 | $27,840 | $56,431-50.7% | $130,788-78.7% | $87,485-68.2% |
| Participation rate | 65.4% | 58.9%+6.4pp | 70.1%-4.7pp | 68.9%-3.5pp |
| Annual return | 9.78% | 91.27%-81.5pp | 386.44%-376.7pp | 26.06%-16.3pp |
| Employer contribution / active EE | $1,984 | $1,549+28.1% | $3,558-44.2% | $2,596-23.6% |
| Participant deferral / active EE | $3,386 | $2,749+23.2% | $4,137-18.2% | $4,274-20.8% |
| Admin fee / account holder | $4,403 | $4,433-0.7% | $6,673-34.0% | $7,775-43.4% |