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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 | $40,502 | $50,082-19.1% | $93,406-56.6% | $79,858-49.3% |
| Participation rate | 69.2% | 60.9%+8.3pp | 66.8%+2.4pp | 69.6%-0.4pp |
| Annual return | 9.32% | 24.59%-15.3pp | 78.05%-68.7pp | 31.72%-22.4pp |
| Employer contribution / active EE | $855 | $1,303-34.4% | $2,075-58.8% | $2,471-65.4% |
| Participant deferral / active EE | $1,896 | $2,212-14.3% | $3,126-39.3% | $3,740-49.3% |
| Admin fee / account holder | $8,154 | $3,454+136.1% | $5,230+55.9% | $5,306+53.7% |