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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 | $65,192 | $64,010+1.8% | $108,359-39.8% | $64,340+1.3% |
| Participation rate | 66.3% | 49.4%+17.0pp | 70.1%-3.8pp | 55.2%+11.1pp |
| Annual return | 10.13% | 19.74%-9.6pp | 36.89%-26.8pp | 24.14%-14.0pp |
| Employer contribution / active EE | $824 | $1,029-19.9% | $2,399-65.6% | $1,862-55.7% |
| Participant deferral / active EE | $2,314 | $2,395-3.4% | $4,137-44.1% | $2,980-22.4% |
| Admin fee / account holder | $17,518 | $4,885+258.6% | $9,741+79.8% | $3,703+373.1% |