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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 | $71,828 | $57,541+24.8% | $95,740-25.0% | $75,173-4.4% |
| Participation rate | 68.2% | 62.5%+5.7pp | 72.3%-4.0pp | 67.2%+1.0pp |
| Annual return | 11.85% | 34.93%-23.1pp | 28.41%-16.6pp | 160.72%-148.9pp |
| Employer contribution / active EE | $592 | $1,808-67.2% | $2,836-79.1% | $2,671-77.8% |
| Participant deferral / active EE | $1,992 | $3,074-35.2% | $4,244-53.1% | $4,126-51.7% |
| Admin fee / account holder | $11,035 | $4,099+169.2% | $5,676+94.4% | $5,651+95.3% |