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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 | $85,515-29.4% | $112,040-46.1% | $67,986-11.1% |
| Participation rate | 62.1% | 68.2%-6.1pp | 76.5%-14.4pp | 57.2%+4.9pp |
| Annual return | 9.42% | 29.68%-20.3pp | 24.52%-15.1pp | 31.67%-22.2pp |
| Employer contribution / active EE | $980 | $2,191-55.3% | $2,954-66.8% | $2,019-51.5% |
| Participant deferral / active EE | $2,616 | $4,014-34.8% | $5,098-48.7% | $3,358-22.1% |
| Admin fee / account holder | $8,664 | $3,774+129.6% | $12,098-28.4% | $3,203+170.5% |