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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 | $59,789 | $79,894-25.2% | $135,792-56.0% | $82,637-27.6% |
| Participation rate | 69.2% | 63.0%+6.2pp | 72.6%-3.4pp | 68.1%+1.2pp |
| Annual return | 9.96% | 17.20%-7.2pp | 25.96%-16.0pp | 53.51%-43.5pp |
| Employer contribution / active EE | $972 | $2,165-55.1% | $3,496-72.2% | $2,552-61.9% |
| Participant deferral / active EE | $3,172 | $3,194-0.7% | $4,759-33.4% | $4,126-23.1% |
| Admin fee / account holder | $14,656 | $6,434+127.8% | $12,266+19.5% | $7,339+99.7% |