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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 | $73,107-43.9% | $114,563-64.2% | $87,485-53.1% |
| Participation rate | 66.7% | 65.8%+0.9pp | 72.9%-6.2pp | 68.9%-2.3pp |
| Annual return | 11.95% | 19.47%-7.5pp | 241.09%-229.1pp | 26.06%-14.1pp |
| Employer contribution / active EE | $1,546 | $1,881-17.8% | $2,592-40.4% | $2,596-40.5% |
| Participant deferral / active EE | $2,248 | $3,144-28.5% | $4,142-45.7% | $4,274-47.4% |
| Admin fee / account holder | $8,011 | $5,770+38.9% | $7,623+5.1% | $7,775+3.0% |