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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 | $18,264 | $50,554-63.9% | $67,681-73.0% | $87,485-79.1% |
| Participation rate | 69.4% | 67.7%+1.7pp | 73.7%-4.3pp | 68.9%+0.5pp |
| Annual return | 8.37% | 17.81%-9.4pp | 590.58%-582.2pp | 26.06%-17.7pp |
| Employer contribution / active EE | $1,594 | $1,988-19.8% | $2,678-40.5% | $2,596-38.6% |
| Participant deferral / active EE | $3,617 | $2,961+22.1% | $3,976-9.0% | $4,274-15.4% |
| Admin fee / account holder | $5,814 | $4,132+40.7% | $6,100-4.7% | $7,775-25.2% |