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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 | $73,007 | $65,027+12.3% | $90,970-19.7% | $79,852-8.6% |
| Participation rate | 52.9% | 61.6%-8.7pp | 69.0%-16.1pp | 69.6%-16.7pp |
| Annual return | 7.86% | 30.45%-22.6pp | 134.58%-126.7pp | 31.72%-23.9pp |
| Employer contribution / active EE | $844 | $1,247-32.4% | $2,122-60.3% | $2,471-65.9% |
| Participant deferral / active EE | $1,966 | $2,512-21.7% | $3,373-41.7% | $3,740-47.4% |
| Admin fee / account holder | $39,860 | $4,535+778.9% | $5,960+568.8% | $5,306+651.2% |