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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 | $68,852+9.3% | $120,524-37.6% | $80,925-7.0% |
| Participation rate | 56.7% | 61.6%-5.0pp | 71.9%-15.3pp | 67.7%-11.0pp |
| Annual return | 9.55% | 23.67%-14.1pp | 107.36%-97.8pp | 35.65%-26.1pp |
| Employer contribution / active EE | $986 | $2,063-52.2% | $3,469-71.6% | $2,756-64.2% |
| Participant deferral / active EE | $2,235 | $3,187-29.9% | $4,994-55.2% | $4,299-48.0% |
| Admin fee / account holder | $21,574 | $5,781+273.2% | $9,440+128.5% | $6,940+210.9% |