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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 | $36,291 | $49,199-26.2% | $121,204-70.1% | $75,173-51.7% |
| Participation rate | 60.7% | 55.4%+5.3pp | 69.5%-8.8pp | 67.2%-6.5pp |
| Annual return | 13.07% | 56.04%-43.0pp | 987.18%-974.1pp | 160.72%-147.6pp |
| Employer contribution / active EE | $1,789 | $1,547+15.6% | $4,170-57.1% | $2,671-33.0% |
| Participant deferral / active EE | $3,144 | $2,630+19.5% | $4,083-23.0% | $4,126-23.8% |
| Admin fee / account holder | $6,454 | $3,946+63.6% | $5,651+14.2% | $5,651+14.2% |