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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 | $83,843-12.5% | $123,973-40.8% | $65,306+12.3% |
| Participation rate | 17.0% | 56.0%-39.0pp | 76.7%-59.7pp | 57.7%-40.7pp |
| Annual return | 10.12% | 19.87%-9.8pp | 388.13%-378.0pp | 21.94%-11.8pp |
| Employer contribution / active EE | $589 | $2,873-79.5% | $4,126-85.7% | $1,967-70.1% |
| Participant deferral / active EE | $1,462 | $2,997-51.2% | $5,247-72.1% | $2,959-50.6% |
| Admin fee / account holder | $6,564 | $4,735+38.6% | $11,799-44.4% | $3,480+88.6% |