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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 | $26,600 | $48,053-44.6% | $84,623-68.6% | $72,983-63.6% |
| Participation rate | 63.7% | 57.6%+6.2pp | 68.2%-4.5pp | 69.5%-5.7pp |
| Annual return | 6.29% | 37.39%-31.1pp | 258.77%-252.5pp | 81.01%-74.7pp |
| Employer contribution / active EE | $1,625 | $1,602+1.4% | $2,652-38.7% | $2,440-33.4% |
| Participant deferral / active EE | $3,076 | $2,681+14.8% | $3,899-21.1% | $3,608-14.7% |
| Admin fee / account holder | $3,014 | $3,395-11.2% | $4,913-38.7% | $5,124-41.2% |