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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 | $67,733 | $65,027+4.2% | $90,970-25.5% | $79,852-15.2% |
| Participation rate | 45.8% | 61.6%-15.8pp | 69.0%-23.2pp | 69.6%-23.8pp |
| Annual return | 8.29% | 30.45%-22.2pp | 134.58%-126.3pp | 31.72%-23.4pp |
| Employer contribution / active EE | $569 | $1,247-54.4% | $2,122-73.2% | $2,471-77.0% |
| Participant deferral / active EE | $1,898 | $2,512-24.4% | $3,373-43.7% | $3,740-49.2% |
| Admin fee / account holder | $15,072 | $4,535+232.3% | $5,960+152.9% | $5,306+184.0% |