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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 | $73,781 | $80,674-8.5% | $119,126-38.1% | $64,340+14.7% |
| Participation rate | 52.9% | 55.2%-2.3pp | 75.8%-22.8pp | 55.2%-2.3pp |
| Annual return | 11.73% | 26.86%-15.1pp | 282.11%-270.4pp | 24.14%-12.4pp |
| Employer contribution / active EE | $743 | $2,564-71.0% | $4,034-81.6% | $1,862-60.1% |
| Participant deferral / active EE | $2,247 | $3,053-26.4% | $5,318-57.7% | $2,980-24.6% |
| Admin fee / account holder | $4,980 | $4,559+9.2% | $10,693-53.4% | $3,703+34.5% |