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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 | $63,456+2.7% | $100,712-35.3% | $64,097+1.7% |
| Participation rate | 66.3% | 49.7%+16.7pp | 69.3%-2.9pp | 55.2%+11.2pp |
| Annual return | 10.13% | 19.65%-9.5pp | 33.27%-23.1pp | 34.64%-24.5pp |
| Employer contribution / active EE | $824 | $1,003-17.8% | $2,313-64.4% | $1,891-56.4% |
| Participant deferral / active EE | $2,314 | $2,463-6.1% | $4,085-43.4% | $3,080-24.9% |
| Admin fee / account holder | $17,518 | $4,808+264.4% | $9,256+89.3% | $3,454+407.1% |