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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 | $47,674 | $63,861-25.3% | $104,639-54.4% | $79,856-40.3% |
| Participation rate | 68.8% | 64.9%+3.8pp | 74.1%-5.3pp | 69.6%-0.9pp |
| Annual return | 8.71% | 21.30%-12.6pp | 340.67%-332.0pp | 31.71%-23.0pp |
| Employer contribution / active EE | $1,238 | $1,588-22.1% | $2,682-53.8% | $2,471-49.9% |
| Participant deferral / active EE | $2,721 | $2,693+1.0% | $3,738-27.2% | $3,741-27.3% |
| Admin fee / account holder | $1,982 | $4,185-52.7% | $6,465-69.4% | $5,306-62.7% |