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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 | $43,807 | $88,672-50.6% | $105,223-58.4% | $82,448-46.9% |
| Participation rate | 69.2% | 67.9%+1.3pp | 75.0%-5.8pp | 68.1%+1.2pp |
| Annual return | 11.23% | 30.86%-19.6pp | 180.65%-169.4pp | 41.64%-30.4pp |
| Employer contribution / active EE | $1,291 | $3,048-57.7% | $3,689-65.0% | $2,551-49.4% |
| Participant deferral / active EE | $3,909 | $4,036-3.1% | $5,072-22.9% | $4,139-5.6% |
| Admin fee / account holder | $53,545 | $7,146+649.3% | $8,859+504.4% | $7,234+640.2% |