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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 | $41,832 | $61,125-31.6% | $94,057-55.5% | $87,485-52.2% |
| Participation rate | 65.9% | 64.1%+1.8pp | 73.3%-7.5pp | 68.9%-3.1pp |
| Annual return | 11.89% | 35.20%-23.3pp | 480.62%-468.7pp | 26.06%-14.2pp |
| Employer contribution / active EE | $468 | $2,136-78.1% | $2,933-84.1% | $2,596-82.0% |
| Participant deferral / active EE | $2,611 | $3,260-19.9% | $4,709-44.6% | $4,274-38.9% |
| Admin fee / account holder | $12,397 | $5,629+120.2% | $7,244+71.1% | $7,775+59.4% |