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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 | $26,615 | $58,493-54.5% | $84,023-68.3% | $72,976-63.5% |
| Participation rate | 61.7% | 61.2%+0.4pp | 69.0%-7.4pp | 69.5%-7.8pp |
| Annual return | 6.20% | 28.93%-22.7pp | 71.32%-65.1pp | 81.02%-74.8pp |
| Employer contribution / active EE | $1,112 | $1,163-4.4% | $1,984-44.0% | $2,440-54.4% |
| Participant deferral / active EE | $1,462 | $2,394-38.9% | $3,239-54.9% | $3,608-59.5% |
| Admin fee / account holder | $17,644 | $4,569+286.2% | $6,102+189.2% | $5,124+244.3% |