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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 | $63,459 | $62,672+1.3% | $185,117-65.7% | $70,126-9.5% |
| Participation rate | 50.0% | 63.8%-13.8pp | 77.3%-27.3pp | 69.5%-19.5pp |
| Annual return | 12.57% | 40.79%-28.2pp | 40.50%-27.9pp | 73.15%-60.6pp |
| Employer contribution / active EE | $872 | $1,753-50.3% | $4,182-79.2% | $2,343-62.8% |
| Participant deferral / active EE | $1,823 | $3,272-44.3% | $5,045-63.9% | $3,332-45.3% |
| Admin fee / account holder | $9,915 | $3,932+152.2% | $8,159+21.5% | $4,645+113.4% |