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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 | $67,577 | $54,541+23.9% | $78,778-14.2% | $70,126-3.6% |
| Participation rate | 59.6% | 60.8%-1.2pp | 69.2%-9.6pp | 69.5%-10.0pp |
| Annual return | 11.88% | 21.07%-9.2pp | 35.62%-23.7pp | 73.15%-61.3pp |
| Employer contribution / active EE | $741 | $1,089-31.9% | $1,986-62.7% | $2,343-68.4% |
| Participant deferral / active EE | $2,567 | $2,210+16.1% | $2,958-13.2% | $3,332-23.0% |
| Admin fee / account holder | $15,380 | $3,709+314.7% | $5,134+199.6% | $4,645+231.1% |