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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 | $42,131 | $60,454-30.3% | $81,844-48.5% | $74,459-43.4% |
| Participation rate | 64.0% | 63.0%+1.1pp | 72.4%-8.3pp | 67.2%-3.2pp |
| Annual return | 11.32% | 16.87%-5.6pp | 778.87%-767.6pp | 1369.70%-1358.4pp |
| Employer contribution / active EE | $2,038 | $2,630-22.5% | $2,916-30.1% | $2,626-22.4% |
| Participant deferral / active EE | $3,757 | $3,398+10.6% | $4,323-13.1% | $4,350-13.6% |
| Admin fee / account holder | $2,583 | $1,490+73.3% | $7,355-64.9% | $1,945+32.8% |