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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 | $77,267 | $61,605+25.4% | $112,273-31.2% | $75,173+2.8% |
| Participation rate | 48.5% | 61.7%-13.2pp | 72.4%-24.0pp | 67.2%-18.7pp |
| Annual return | 12.12% | 28.47%-16.4pp | 30.23%-18.1pp | 160.72%-148.6pp |
| Employer contribution / active EE | $960 | $2,015-52.4% | $3,431-72.0% | $2,671-64.1% |
| Participant deferral / active EE | $1,181 | $3,108-62.0% | $4,800-75.4% | $4,126-71.4% |
| Admin fee / account holder | $10,659 | $4,862+119.2% | $7,752+37.5% | $5,651+88.6% |