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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 | $70,485 | $51,736+36.2% | $120,225-41.4% | $67,986+3.7% |
| Participation rate | 54.0% | 46.1%+7.9pp | 69.6%-15.5pp | 57.2%-3.2pp |
| Annual return | 10.67% | 31.98%-21.3pp | 439.23%-428.6pp | 31.67%-21.0pp |
| Employer contribution / active EE | $1,125 | $1,071+5.0% | $3,475-67.6% | $2,019-44.3% |
| Participant deferral / active EE | $2,459 | $2,206+11.5% | $3,999-38.5% | $3,358-26.8% |
| Admin fee / account holder | $3,890 | $4,159-6.5% | $5,696-31.7% | $3,203+21.5% |