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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 | $36,344 | $48,053-24.4% | $84,628-57.1% | $72,975-50.2% |
| Participation rate | 64.0% | 57.6%+6.4pp | 68.2%-4.2pp | 69.5%-5.5pp |
| Annual return | 13.38% | 37.39%-24.0pp | 258.80%-245.4pp | 81.01%-67.6pp |
| Employer contribution / active EE | $1,635 | $1,602+2.0% | $2,653-38.4% | $2,440-33.0% |
| Participant deferral / active EE | $3,796 | $2,681+41.6% | $3,900-2.7% | $3,608+5.2% |
| Admin fee / account holder | $10,507 | $3,395+209.5% | $4,914+113.8% | $5,124+105.1% |