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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 | $51,390 | $49,891+3.0% | $80,607-36.2% | $75,181-31.6% |
| Participation rate | 57.1% | 55.3%+1.8pp | 67.0%-9.9pp | 67.2%-10.1pp |
| Annual return | 13.78% | 34.67%-20.9pp | 936.11%-922.3pp | 160.69%-146.9pp |
| Employer contribution / active EE | $1,043 | $1,698-38.6% | $2,724-61.7% | $2,671-60.9% |
| Participant deferral / active EE | $2,038 | $2,991-31.9% | $4,448-54.2% | $4,126-50.6% |
| Admin fee / account holder | $1,543 | $3,578-56.9% | $5,379-71.3% | $5,650-72.7% |