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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 | $58,267 | $56,060+3.9% | $76,002-23.3% | $80,874-28.0% |
| Participation rate | 51.9% | 62.0%-10.2pp | 69.1%-17.2pp | 67.6%-15.8pp |
| Annual return | 8.28% | 20.54%-12.3pp | 360.07%-351.8pp | 35.62%-27.3pp |
| Employer contribution / active EE | $827 | $1,873-55.8% | $2,688-69.2% | $2,756-70.0% |
| Participant deferral / active EE | $2,576 | $3,051-15.6% | $4,257-39.5% | $4,297-40.0% |
| Admin fee / account holder | $101,106 | $5,237+1830.5% | $6,414+1476.4% | $6,935+1357.9% |