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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 | $63,067 | $66,402-5.0% | $109,907-42.6% | $85,847-26.5% |
| Participation rate | 65.5% | 63.9%+1.6pp | 74.2%-8.8pp | 69.3%-3.9pp |
| Annual return | 9.10% | 19.59%-10.5pp | 29.46%-20.4pp | 318.61%-309.5pp |
| Employer contribution / active EE | $432 | $1,687-74.4% | $2,844-84.8% | $2,565-83.1% |
| Participant deferral / active EE | $2,306 | $2,842-18.9% | $4,047-43.0% | $3,952-41.6% |
| Admin fee / account holder | $2,847 | $4,557-37.5% | $6,069-53.1% | $6,261-54.5% |