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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 | $52,353-12.0% | $120,225-61.7% | $82,448-44.1% |
| Participation rate | 66.7% | 58.3%+8.4pp | 69.6%-2.9pp | 68.1%-1.4pp |
| Annual return | 7.57% | 61.85%-54.3pp | 439.23%-431.7pp | 41.64%-34.1pp |
| Employer contribution / active EE | $2,045 | $1,510+35.5% | $3,475-41.1% | $2,551-19.8% |
| Participant deferral / active EE | $2,102 | $2,627-20.0% | $3,999-47.4% | $4,139-49.2% |
| Admin fee / account holder | $3,085 | $4,363-29.3% | $5,696-45.8% | $7,234-57.4% |