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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 | $77,569-12.6% | $115,599-41.4% | $64,097+5.7% |
| Participation rate | 27.7% | 60.7%-32.9pp | 74.3%-46.5pp | 55.2%-27.5pp |
| Annual return | 11.02% | 18.52%-7.5pp | 111.10%-100.1pp | 34.64%-23.6pp |
| Employer contribution / active EE | $821 | $1,915-57.1% | $2,955-72.2% | $1,891-56.6% |
| Participant deferral / active EE | $1,606 | $3,327-51.7% | $4,889-67.2% | $3,080-47.9% |
| Admin fee / account holder | $15,801 | $4,470+253.5% | $12,841+23.1% | $3,454+357.4% |