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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 | $69,801 | $76,551-8.8% | $123,894-43.7% | $62,881+11.0% |
| Participation rate | 60.7% | 73.0%-12.3pp | 81.4%-20.7pp | 69.3%-8.6pp |
| Annual return | 5.79% | 18.68%-12.9pp | 47.52%-41.7pp | 20.14%-14.4pp |
| Employer contribution / active EE | $746 | $2,882-74.1% | $4,617-83.8% | $2,281-67.3% |
| Participant deferral / active EE | $6,261 | $4,840+29.4% | $5,984+4.6% | $3,203+95.5% |
| Admin fee / account holder | $17,980 | $4,826+272.6% | $8,357+115.1% | $4,296+318.6% |