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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 | $75,244 | $68,880+9.2% | $120,580-37.6% | $80,959-7.1% |
| Participation rate | 56.7% | 61.7%-5.0pp | 72.0%-15.3pp | 67.7%-11.0pp |
| Annual return | 9.55% | 23.68%-14.1pp | 107.48%-97.9pp | 35.67%-26.1pp |
| Employer contribution / active EE | $986 | $2,066-52.3% | $3,469-71.6% | $2,757-64.2% |
| Participant deferral / active EE | $2,235 | $3,191-30.0% | $4,995-55.3% | $4,300-48.0% |
| Admin fee / account holder | $21,574 | $5,785+272.9% | $9,418+129.1% | $6,925+211.5% |