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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 | $68,251 | $55,684+22.6% | $75,900-10.1% | $72,976-6.5% |
| Participation rate | 61.5% | 61.1%+0.4pp | 69.3%-7.7pp | 69.5%-8.0pp |
| Annual return | 0.67% | 27.60%-26.9pp | 30.73%-30.1pp | 81.02%-80.3pp |
| Employer contribution / active EE | $331 | $1,687-80.4% | $2,501-86.8% | $2,440-86.5% |
| Participant deferral / active EE | $2,926 | $2,634+11.1% | $3,604-18.8% | $3,608-18.9% |
| Admin fee / account holder | $40,068 | $3,981+906.4% | $5,421+639.1% | $5,124+682.0% |