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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 | $46,073 | $56,431-18.4% | $130,788-64.8% | $87,485-47.3% |
| Participation rate | 66.7% | 58.9%+7.7pp | 70.1%-3.4pp | 68.9%-2.3pp |
| Annual return | 7.57% | 91.27%-83.7pp | 386.44%-378.9pp | 26.06%-18.5pp |
| Employer contribution / active EE | $2,045 | $1,549+32.0% | $3,558-42.5% | $2,596-21.2% |
| Participant deferral / active EE | $2,102 | $2,749-23.6% | $4,137-49.2% | $4,274-50.8% |
| Admin fee / account holder | $3,085 | $4,433-30.4% | $6,673-53.8% | $7,775-60.3% |