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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 | $60,607 | $60,442+0.3% | $96,754-37.4% | $87,485-30.7% |
| Participation rate | 29.7% | 58.7%-29.0pp | 70.3%-40.5pp | 68.9%-39.2pp |
| Annual return | 6.60% | 21.97%-15.4pp | 82.04%-75.4pp | 26.06%-19.5pp |
| Employer contribution / active EE | $1,540 | $1,691-8.9% | $2,679-42.5% | $2,596-40.7% |
| Participant deferral / active EE | $3,017 | $3,280-8.0% | $4,758-36.6% | $4,274-29.4% |
| Admin fee / account holder | $18,120 | $5,069+257.5% | $8,905+103.5% | $7,775+133.1% |