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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 | $80,790 | $72,269+11.8% | $101,271-20.2% | $79,852+1.2% |
| Participation rate | 44.6% | 68.5%-23.8pp | 75.8%-31.2pp | 69.6%-25.0pp |
| Annual return | 10.33% | 22.29%-12.0pp | 46.48%-36.1pp | 31.72%-21.4pp |
| Employer contribution / active EE | $669 | $2,692-75.1% | $3,660-81.7% | $2,471-72.9% |
| Participant deferral / active EE | $2,510 | $3,282-23.5% | $4,371-42.6% | $3,740-32.9% |
| Admin fee / account holder | $22,016 | $4,401+400.2% | $5,948+270.2% | $5,306+314.9% |