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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 | $54,814 | $81,276-32.6% | $155,574-64.8% | $80,925-32.3% |
| Participation rate | 65.7% | 66.2%-0.5pp | 78.2%-12.5pp | 67.7%-1.9pp |
| Annual return | 9.76% | 33.36%-23.6pp | 64.87%-55.1pp | 35.65%-25.9pp |
| Employer contribution / active EE | $675 | $3,103-78.2% | $4,676-85.6% | $2,756-75.5% |
| Participant deferral / active EE | $2,048 | $3,453-40.7% | $5,629-63.6% | $4,299-52.4% |
| Admin fee / account holder | $9,499 | $7,993+18.8% | $15,914-40.3% | $6,940+36.9% |