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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 | $65,246-0.1% | $98,716-34.0% | $67,986-4.1% |
| Participation rate | 66.3% | 51.4%+14.9pp | 69.3%-2.9pp | 57.2%+9.1pp |
| Annual return | 10.13% | 20.58%-10.4pp | 31.81%-21.7pp | 31.67%-21.5pp |
| Employer contribution / active EE | $824 | $1,042-20.9% | $2,279-63.8% | $2,019-59.2% |
| Participant deferral / active EE | $2,314 | $2,594-10.8% | $4,048-42.8% | $3,358-31.1% |
| Admin fee / account holder | $17,518 | $4,561+284.1% | $8,703+101.3% | $3,203+446.9% |