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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 | $61,125-5.0% | $94,057-38.2% | $87,485-33.6% |
| Participation rate | 67.6% | 64.1%+3.6pp | 73.3%-5.7pp | 68.9%-1.3pp |
| Annual return | 12.35% | 35.20%-22.8pp | 480.62%-468.3pp | 26.06%-13.7pp |
| Employer contribution / active EE | $1,550 | $2,136-27.5% | $2,933-47.2% | $2,596-40.3% |
| Participant deferral / active EE | $2,324 | $3,260-28.7% | $4,709-50.7% | $4,274-45.6% |
| Admin fee / account holder | $11,085 | $5,629+96.9% | $7,244+53.0% | $7,775+42.6% |