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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 | $58,493 | $61,125-4.3% | $94,057-37.8% | $87,485-33.1% |
| Participation rate | 66.7% | 64.1%+2.6pp | 73.3%-6.7pp | 68.9%-2.3pp |
| Annual return | 3.91% | 35.20%-31.3pp | 480.62%-476.7pp | 26.06%-22.2pp |
| Employer contribution / active EE | $2,575 | $2,136+20.5% | $2,933-12.2% | $2,596-0.8% |
| Participant deferral / active EE | $5,689 | $3,260+74.5% | $4,709+20.8% | $4,274+33.1% |
| Admin fee / account holder | $2,888 | $5,629-48.7% | $7,244-60.1% | $7,775-62.9% |