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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 | $63,483 | $56,431+12.5% | $130,788-51.5% | $87,485-27.4% |
| Participation rate | 62.7% | 58.9%+3.7pp | 70.1%-7.4pp | 68.9%-6.3pp |
| Annual return | 3.51% | 91.27%-87.8pp | 386.44%-382.9pp | 26.06%-22.5pp |
| Employer contribution / active EE | $1,236 | $1,549-20.2% | $3,558-65.3% | $2,596-52.4% |
| Participant deferral / active EE | $3,172 | $2,749+15.4% | $4,137-23.3% | $4,274-25.8% |
| Admin fee / account holder | $9,541 | $4,433+115.2% | $6,673+43.0% | $7,775+22.7% |