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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 | $26,027 | $76,407-65.9% | $150,298-82.7% | $82,448-68.4% |
| Participation rate | 68.7% | 66.4%+2.3pp | 77.8%-9.1pp | 68.1%+0.6pp |
| Annual return | 12.94% | 39.99%-27.0pp | 62.79%-49.8pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,733 | $2,614-33.7% | $4,154-58.3% | $2,551-32.1% |
| Participant deferral / active EE | $2,966 | $3,214-7.7% | $5,453-45.6% | $4,139-28.3% |
| Admin fee / account holder | $16,574 | $6,352+160.9% | $14,116+17.4% | $7,234+129.1% |