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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 | $50,189 | $61,125-17.9% | $94,057-46.6% | $87,485-42.6% |
| Participation rate | 67.7% | 64.1%+3.7pp | 73.3%-5.6pp | 68.9%-1.2pp |
| Annual return | 11.41% | 35.20%-23.8pp | 480.62%-469.2pp | 26.06%-14.7pp |
| Employer contribution / active EE | $2,419 | $2,136+13.2% | $2,933-17.5% | $2,596-6.8% |
| Participant deferral / active EE | $2,281 | $3,260-30.0% | $4,709-51.6% | $4,274-46.6% |
| Admin fee / account holder | $6,420 | $5,629+14.1% | $7,244-11.4% | $7,775-17.4% |