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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 | $26,703 | $61,125-56.3% | $94,057-71.6% | $87,485-69.5% |
| Participation rate | 64.7% | 64.1%+0.6pp | 73.3%-8.6pp | 68.9%-4.2pp |
| Annual return | 10.85% | 35.20%-24.4pp | 480.62%-469.8pp | 26.06%-15.2pp |
| Employer contribution / active EE | $1,247 | $2,136-41.7% | $2,933-57.5% | $2,596-52.0% |
| Participant deferral / active EE | $1,920 | $3,260-41.1% | $4,709-59.2% | $4,274-55.1% |
| Admin fee / account holder | $8,940 | $5,629+58.8% | $7,244+23.4% | $7,775+15.0% |