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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 | $67,584 | $64,920+4.1% | $103,693-34.8% | $86,983-22.3% |
| Participation rate | 30.3% | 63.6%-33.3pp | 72.6%-42.3pp | 69.5%-39.2pp |
| Annual return | 10.19% | 30.29%-20.1pp | 47.61%-37.4pp | 25.83%-15.6pp |
| Employer contribution / active EE | $276 | $2,141-87.1% | $2,920-90.6% | $2,584-89.3% |
| Participant deferral / active EE | $1,073 | $3,241-66.9% | $4,579-76.6% | $4,194-74.4% |
| Admin fee / account holder | $13,644 | $6,191+120.4% | $7,858+73.6% | $7,856+73.7% |