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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 | $61,568 | $65,041-5.3% | $90,965-32.3% | $79,858-22.9% |
| Participation rate | 67.6% | 61.6%+6.0pp | 69.0%-1.4pp | 69.6%-2.0pp |
| Annual return | 7.29% | 30.45%-23.2pp | 134.57%-127.3pp | 31.72%-24.4pp |
| Employer contribution / active EE | $274 | $1,247-78.0% | $2,122-87.1% | $2,471-88.9% |
| Participant deferral / active EE | $1,766 | $2,512-29.7% | $3,373-47.6% | $3,740-52.8% |
| Admin fee / account holder | $2,688 | $4,536-40.7% | $5,960-54.9% | $5,306-49.3% |