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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 | $64,914 | $59,440+9.2% | $78,004-16.8% | $82,637-21.4% |
| Participation rate | 48.2% | 62.8%-14.6pp | 69.4%-21.2pp | 68.1%-19.8pp |
| Annual return | 11.99% | 40.24%-28.2pp | 31.07%-19.1pp | 53.51%-41.5pp |
| Employer contribution / active EE | $668 | $1,750-61.8% | $2,469-72.9% | $2,552-73.8% |
| Participant deferral / active EE | $2,642 | $3,138-15.8% | $4,092-35.4% | $4,126-36.0% |
| Admin fee / account holder | $25,388 | $5,504+361.2% | $7,578+235.0% | $7,339+245.9% |