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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 | $52,913 | $65,027-18.6% | $90,970-41.8% | $79,852-33.7% |
| Participation rate | 65.4% | 61.6%+3.8pp | 69.0%-3.6pp | 69.6%-4.3pp |
| Annual return | 9.88% | 30.45%-20.6pp | 134.58%-124.7pp | 31.72%-21.8pp |
| Employer contribution / active EE | $787 | $1,247-36.9% | $2,122-62.9% | $2,471-68.2% |
| Participant deferral / active EE | $2,114 | $2,512-15.8% | $3,373-37.3% | $3,740-43.5% |
| Admin fee / account holder | $17,351 | $4,535+282.6% | $5,960+191.1% | $5,306+227.0% |