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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 | $56,431-34.5% | $130,788-71.7% | $87,485-57.7% |
| Participation rate | 69.4% | 58.9%+10.4pp | 70.1%-0.7pp | 68.9%+0.5pp |
| Annual return | 9.05% | 91.27%-82.2pp | 386.44%-377.4pp | 26.06%-17.0pp |
| Employer contribution / active EE | $1,200 | $1,549-22.6% | $3,558-66.3% | $2,596-53.8% |
| Participant deferral / active EE | $4,705 | $2,749+71.1% | $4,137+13.7% | $4,274+10.1% |
| Admin fee / account holder | $5,557 | $4,433+25.4% | $6,673-16.7% | $7,775-28.5% |