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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 | $73,730 | $126,636-41.8% | $312,151-76.4% | $116,462-36.7% |
| Participation rate | 62.3% | 82.6%-20.3pp | 89.1%-26.8pp | 74.7%-12.4pp |
| Annual return | 10.46% | 15.31%-4.8pp | 1.82%+8.6pp | 15.65%-5.2pp |
| Employer contribution / active EE | $1,453 | $3,444-57.8% | $8,031-81.9% | $3,231-55.0% |
| Participant deferral / active EE | $2,971 | $4,369-32.0% | $5,370-44.7% | $3,836-22.5% |
| Admin fee / account holder | $16,159 | $16,098+0.4% | $51,799-68.8% | $12,754+26.7% |