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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 | $56,106 | $74,535-24.7% | $100,712-44.3% | $82,637-32.1% |
| Participation rate | 63.0% | 61.2%+1.8pp | 69.3%-6.3pp | 68.1%-5.0pp |
| Annual return | 9.16% | 18.92%-9.8pp | 33.27%-24.1pp | 53.51%-44.3pp |
| Employer contribution / active EE | $933 | $1,503-37.9% | $2,313-59.7% | $2,552-63.4% |
| Participant deferral / active EE | $3,426 | $3,074+11.5% | $4,085-16.1% | $4,126-17.0% |
| Admin fee / account holder | $24,237 | $6,576+268.6% | $9,256+161.9% | $7,339+230.3% |