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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 | $60,413 | $79,867-24.4% | $120,344-49.8% | $64,340-6.1% |
| Participation rate | 62.1% | 63.0%-0.9pp | 76.7%-14.6pp | 55.2%+6.8pp |
| Annual return | 9.42% | 21.10%-11.7pp | 20.30%-10.9pp | 24.14%-14.7pp |
| Employer contribution / active EE | $980 | $1,925-49.1% | $3,020-67.6% | $1,862-47.4% |
| Participant deferral / active EE | $2,616 | $3,593-27.2% | $5,135-49.1% | $2,980-12.2% |
| Admin fee / account holder | $8,664 | $5,039+71.9% | $12,742-32.0% | $3,703+134.0% |