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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 | $75,754 | $67,411+12.4% | $91,004-16.8% | $70,126+8.0% |
| Participation rate | 52.4% | 71.4%-19.0pp | 75.6%-23.2pp | 69.5%-17.2pp |
| Annual return | 10.76% | -40.16%+50.9pp | 4.60%+6.2pp | 73.15%-62.4pp |
| Employer contribution / active EE | $896 | $1,786-49.8% | $2,456-63.5% | $2,343-61.8% |
| Participant deferral / active EE | $1,912 | $2,823-32.3% | $3,548-46.1% | $3,332-42.6% |
| Admin fee / account holder | $20,530 | $4,236+384.6% | $5,417+279.0% | $4,645+341.9% |