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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 | $50,074 | $77,908-35.7% | $149,696-66.5% | $75,173-33.4% |
| Participation rate | 68.0% | 65.6%+2.4pp | 78.8%-10.8pp | 67.2%+0.8pp |
| Annual return | 11.44% | 31.73%-20.3pp | 134.46%-123.0pp | 160.72%-149.3pp |
| Employer contribution / active EE | $1,584 | $3,138-49.5% | $4,821-67.1% | $2,671-40.7% |
| Participant deferral / active EE | $4,640 | $3,411+36.0% | $5,682-18.3% | $4,126+12.5% |
| Admin fee / account holder | $8,548 | $5,950+43.7% | $13,212-35.3% | $5,651+51.3% |