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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 | $73,243 | $75,183-2.6% | $123,894-40.9% | $55,167+32.8% |
| Participation rate | 65.4% | 72.8%-7.4pp | 81.4%-16.0pp | 69.0%-3.6pp |
| Annual return | 5.94% | 19.01%-13.1pp | 47.52%-41.6pp | 169.23%-163.3pp |
| Employer contribution / active EE | $565 | $2,823-80.0% | $4,617-87.8% | $1,963-71.2% |
| Participant deferral / active EE | $4,052 | $5,084-20.3% | $5,984-32.3% | $3,054+32.7% |
| Admin fee / account holder | $5,640 | $663+751.3% | $8,357-32.5% | $504+1019.3% |