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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 | $61,130 | $77,962-21.6% | $178,540-65.8% | $80,935-24.5% |
| Participation rate | 67.9% | 65.7%+2.2pp | 77.1%-9.3pp | 67.7%+0.2pp |
| Annual return | 10.52% | 18.10%-7.6pp | 27.15%-16.6pp | 35.66%-25.1pp |
| Employer contribution / active EE | $869 | $2,280-61.9% | $3,953-78.0% | $2,757-68.5% |
| Participant deferral / active EE | $2,594 | $4,404-41.1% | $6,281-58.7% | $4,299-39.7% |
| Admin fee / account holder | $13,241 | $7,156+85.0% | $10,424+27.0% | $6,924+91.2% |