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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 | $60,280 | $67,602-10.8% | $82,312-26.8% | $70,126-14.0% |
| Participation rate | 67.7% | 72.8%-5.0pp | 76.9%-9.2pp | 69.5%-1.8pp |
| Annual return | 9.02% | 21.57%-12.5pp | 25.88%-16.9pp | 73.15%-64.1pp |
| Employer contribution / active EE | $681 | $1,755-61.2% | $2,428-72.0% | $2,343-70.9% |
| Participant deferral / active EE | $1,828 | $2,987-38.8% | $3,706-50.7% | $3,332-45.1% |
| Admin fee / account holder | $11,548 | $4,512+156.0% | $5,608+105.9% | $4,645+148.6% |