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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 | $59,420 | $65,555-9.4% | $86,216-31.1% | $75,173-21.0% |
| Participation rate | 58.1% | 60.5%-2.3pp | 69.0%-10.8pp | 67.2%-9.1pp |
| Annual return | 11.77% | 46.07%-34.3pp | 1169.42%-1157.6pp | 160.72%-148.9pp |
| Employer contribution / active EE | $1,879 | $1,553+21.0% | $2,382-21.1% | $2,671-29.6% |
| Participant deferral / active EE | $3,777 | $3,023+24.9% | $3,986-5.3% | $4,126-8.5% |
| Admin fee / account holder | $4,394 | $5,469-19.7% | $6,853-35.9% | $5,651-22.2% |