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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 | $36,978 | $56,116-34.1% | $135,768-72.8% | $86,983-57.5% |
| Participation rate | 69.4% | 60.1%+9.3pp | 71.1%-1.7pp | 69.5%-0.2pp |
| Annual return | 9.05% | 125.33%-116.3pp | 526.10%-517.0pp | 25.83%-16.8pp |
| Employer contribution / active EE | $1,200 | $1,528-21.5% | $3,394-64.7% | $2,584-53.6% |
| Participant deferral / active EE | $4,705 | $2,690+74.9% | $3,977+18.3% | $4,194+12.2% |
| Admin fee / account holder | $5,557 | $4,314+28.8% | $7,048-21.2% | $7,856-29.3% |