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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 | $65,346 | $25,014+161.2% | $69,701-6.2% | $80,874-19.2% |
| Participation rate | 35.3% | 64.2%-29.0pp | 66.4%-31.2pp | 67.6%-32.4pp |
| Annual return | 0.68% | 19.07%-18.4pp | 100.32%-99.6pp | 35.62%-34.9pp |
| Employer contribution / active EE | $594 | $993-40.2% | $1,713-65.3% | $2,756-78.4% |
| Participant deferral / active EE | $1,496 | $1,839-18.6% | $2,887-48.2% | $4,297-65.2% |
| Admin fee / account holder | $14,889 | $2,488+498.4% | $4,717+215.7% | $6,935+114.7% |