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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 | $52,353-46.8% | $120,225-76.8% | $82,448-66.2% |
| Participation rate | 65.4% | 58.3%+7.1pp | 69.6%-4.2pp | 68.1%-2.7pp |
| Annual return | 9.78% | 61.85%-52.1pp | 439.23%-429.4pp | 41.64%-31.9pp |
| Employer contribution / active EE | $1,984 | $1,510+31.4% | $3,475-42.9% | $2,551-22.2% |
| Participant deferral / active EE | $3,386 | $2,627+28.9% | $3,999-15.3% | $4,139-18.2% |
| Admin fee / account holder | $4,403 | $4,363+0.9% | $5,696-22.7% | $7,234-39.1% |