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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 | $42,392 | $41,151+3.0% | $80,648-47.4% | $71,529-40.7% |
| Participation rate | 62.6% | 50.2%+12.4pp | 67.0%-4.4pp | 67.9%-5.3pp |
| Annual return | -5.56% | 38.49%-44.1pp | 937.21%-942.8pp | 28.97%-34.5pp |
| Employer contribution / active EE | $1,840 | $1,513+21.6% | $2,724-32.4% | $2,590-29.0% |
| Participant deferral / active EE | $3,009 | $2,700+11.4% | $4,443-32.3% | $4,291-29.9% |
| Admin fee / account holder | $5,183 | $1,842+181.3% | $5,382-3.7% | $1,588+226.3% |