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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 | $58,085 | $51,638+12.5% | $68,368-15.0% | $82,448-29.5% |
| Participation rate | 67.6% | 63.6%+4.0pp | 73.8%-6.1pp | 68.1%-0.4pp |
| Annual return | 12.35% | 37.53%-25.2pp | 292.57%-280.2pp | 41.64%-29.3pp |
| Employer contribution / active EE | $1,550 | $2,047-24.3% | $2,649-41.5% | $2,551-39.2% |
| Participant deferral / active EE | $2,324 | $2,914-20.2% | $4,123-43.6% | $4,139-43.9% |
| Admin fee / account holder | $11,085 | $4,643+138.7% | $5,150+115.3% | $7,234+53.2% |