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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 | $61,368 | $63,764-3.8% | $81,926-25.1% | $79,858-23.2% |
| Participation rate | 68.1% | 67.5%+0.6pp | 72.0%-3.9pp | 69.6%-1.6pp |
| Annual return | 8.24% | 22.66%-14.4pp | 29.49%-21.3pp | 31.72%-23.5pp |
| Employer contribution / active EE | $937 | $1,795-47.8% | $4,310-78.3% | $2,471-62.1% |
| Participant deferral / active EE | $1,233 | $2,780-55.7% | $7,108-82.7% | $3,740-67.0% |
| Admin fee / account holder | $13,423 | $4,426+203.3% | $5,159+160.2% | $5,306+153.0% |