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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 | $67,776 | $77,670-12.7% | $125,529-46.0% | $65,306+3.8% |
| Participation rate | 27.7% | 63.2%-35.4pp | 74.7%-47.0pp | 57.7%-29.9pp |
| Annual return | 11.02% | 15.16%-4.1pp | 202.56%-191.5pp | 21.94%-10.9pp |
| Employer contribution / active EE | $821 | $2,099-60.9% | $3,058-73.1% | $1,967-58.3% |
| Participant deferral / active EE | $1,606 | $3,095-48.1% | $4,813-66.6% | $2,959-45.7% |
| Admin fee / account holder | $15,801 | $3,598+339.2% | $16,298-3.0% | $3,480+354.1% |