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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 | $41,025 | $63,703-35.6% | $93,063-55.9% | $82,448-50.2% |
| Participation rate | 66.7% | 63.8%+2.8pp | 72.1%-5.4pp | 68.1%-1.4pp |
| Annual return | 11.95% | -775.43%+787.4pp | 34.15%-22.2pp | 41.64%-29.7pp |
| Employer contribution / active EE | $1,546 | $1,729-10.6% | $2,476-37.6% | $2,551-39.4% |
| Participant deferral / active EE | $2,248 | $2,919-23.0% | $3,958-43.2% | $4,139-45.7% |
| Admin fee / account holder | $8,011 | $5,982+33.9% | $6,033+32.8% | $7,234+10.7% |