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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 | $53,516 | $78,690-32.0% | $161,489-66.9% | $87,485-38.8% |
| Participation rate | 69.7% | 67.5%+2.3pp | 78.7%-9.0pp | 68.9%+0.8pp |
| Annual return | 11.19% | 32.74%-21.6pp | 89.72%-78.5pp | 26.06%-14.9pp |
| Employer contribution / active EE | $645 | $2,588-75.1% | $4,268-84.9% | $2,596-75.2% |
| Participant deferral / active EE | $2,409 | $3,311-27.2% | $5,630-57.2% | $4,274-43.6% |
| Admin fee / account holder | $11,583 | $6,724+72.3% | $16,006-27.6% | $7,775+49.0% |