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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 | $50,082 | $51,638-3.0% | $68,368-26.7% | $82,448-39.3% |
| Participation rate | 66.2% | 63.6%+2.6pp | 73.8%-7.6pp | 68.1%-1.9pp |
| Annual return | 12.25% | 37.53%-25.3pp | 292.57%-280.3pp | 41.64%-29.4pp |
| Employer contribution / active EE | $1,108 | $2,047-45.9% | $2,649-58.2% | $2,551-56.6% |
| Participant deferral / active EE | $1,234 | $2,914-57.6% | $4,123-70.1% | $4,139-70.2% |
| Admin fee / account holder | $900 | $4,643-80.6% | $5,150-82.5% | $7,234-87.6% |