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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 | $60,510 | $62,672-3.4% | $185,117-67.3% | $70,126-13.7% |
| Participation rate | 56.5% | 63.8%-7.3pp | 77.3%-20.7pp | 69.5%-13.0pp |
| Annual return | 12.64% | 40.79%-28.2pp | 40.50%-27.9pp | 73.15%-60.5pp |
| Employer contribution / active EE | $596 | $1,753-66.0% | $4,182-85.8% | $2,343-74.6% |
| Participant deferral / active EE | $1,946 | $3,272-40.5% | $5,045-61.4% | $3,332-41.6% |
| Admin fee / account holder | $5,158 | $3,932+31.2% | $8,159-36.8% | $4,645+11.0% |