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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 | $60,041 | $71,230-15.7% | $93,727-35.9% | $80,959-25.8% |
| Participation rate | 62.7% | 60.4%+2.3pp | 68.7%-6.0pp | 67.7%-5.0pp |
| Annual return | 9.34% | 11.26%-1.9pp | 133.83%-124.5pp | 35.67%-26.3pp |
| Employer contribution / active EE | $867 | $1,565-44.6% | $2,421-64.2% | $2,757-68.5% |
| Participant deferral / active EE | $1,935 | $4,037-52.1% | $4,417-56.2% | $4,300-55.0% |
| Admin fee / account holder | $2,094 | $6,961-69.9% | $8,292-74.7% | $6,925-69.8% |