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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 | $56,036 | $52,978+5.8% | $116,096-51.7% | $65,306-14.2% |
| Participation rate | 62.5% | 51.6%+10.9pp | 73.3%-10.8pp | 57.7%+4.8pp |
| Annual return | 13.57% | 27.83%-14.3pp | 326.25%-312.7pp | 21.94%-8.4pp |
| Employer contribution / active EE | $1,581 | $1,182+33.7% | $2,503-36.9% | $1,967-19.6% |
| Participant deferral / active EE | $3,087 | $2,197+40.5% | $3,952-21.9% | $2,959+4.3% |
| Admin fee / account holder | $6,689 | $2,820+137.3% | $7,704-13.2% | $3,480+92.2% |