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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 | $73,367 | $80,674-9.1% | $119,126-38.4% | $64,340+14.0% |
| Participation rate | 17.0% | 55.2%-38.2pp | 75.8%-58.8pp | 55.2%-38.2pp |
| Annual return | 10.12% | 26.86%-16.7pp | 282.11%-272.0pp | 24.14%-14.0pp |
| Employer contribution / active EE | $589 | $2,564-77.0% | $4,034-85.4% | $1,862-68.4% |
| Participant deferral / active EE | $1,462 | $3,053-52.1% | $5,318-72.5% | $2,980-50.9% |
| Admin fee / account holder | $6,564 | $4,559+44.0% | $10,693-38.6% | $3,703+77.3% |