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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 | $72,997 | $78,672-7.2% | $109,163-33.1% | $85,856-15.0% |
| Participation rate | 68.4% | 68.3%+0.1pp | 75.9%-7.5pp | 69.3%-0.9pp |
| Annual return | 10.28% | 25.09%-14.8pp | 25.75%-15.5pp | 318.58%-308.3pp |
| Employer contribution / active EE | $771 | $2,734-71.8% | $3,723-79.3% | $2,565-70.0% |
| Participant deferral / active EE | $1,969 | $3,467-43.2% | $4,654-57.7% | $3,952-50.2% |
| Admin fee / account holder | $13,992 | $5,470+155.8% | $6,754+107.2% | $6,261+123.5% |