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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 | $62,013 | $70,486-12.0% | $100,535-38.3% | $79,856-22.3% |
| Participation rate | 60.9% | 73.6%-12.8pp | 79.4%-18.5pp | 69.6%-8.8pp |
| Annual return | 10.48% | 21.90%-11.4pp | 30.90%-20.4pp | 31.71%-21.2pp |
| Employer contribution / active EE | $272 | $2,165-87.4% | $3,419-92.0% | $2,471-89.0% |
| Participant deferral / active EE | $2,642 | $5,182-49.0% | $6,271-57.9% | $3,741-29.4% |
| Admin fee / account holder | $14,852 | $4,480+231.5% | $8,085+83.7% | $5,306+179.9% |