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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 | $44,180 | $58,726-24.8% | $142,898-69.1% | $85,851-48.5% |
| Participation rate | 60.5% | 58.5%+2.0pp | 72.0%-11.5pp | 69.3%-8.9pp |
| Annual return | 10.80% | 27.73%-16.9pp | 5639.64%-5628.8pp | 318.63%-307.8pp |
| Employer contribution / active EE | $1,237 | $1,424-13.1% | $4,146-70.2% | $2,565-51.8% |
| Participant deferral / active EE | $2,373 | $2,609-9.0% | $3,838-38.2% | $3,952-40.0% |
| Admin fee / account holder | $7,197 | $4,234+70.0% | $6,560+9.7% | $6,261+15.0% |