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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 | $61,719 | $76,834-19.7% | $108,359-43.0% | $87,485-29.5% |
| Participation rate | 67.7% | 61.7%+6.0pp | 70.1%-2.4pp | 68.9%-1.2pp |
| Annual return | 9.95% | 19.09%-9.1pp | 36.89%-26.9pp | 26.06%-16.1pp |
| Employer contribution / active EE | $1,736 | $1,556+11.5% | $2,399-27.7% | $2,596-33.1% |
| Participant deferral / active EE | $1,683 | $3,100-45.7% | $4,137-59.3% | $4,274-60.6% |
| Admin fee / account holder | $18,818 | $6,537+187.9% | $9,741+93.2% | $7,775+142.0% |