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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 | $55,233 | $68,880-19.8% | $120,580-54.2% | $80,959-31.8% |
| Participation rate | 66.7% | 61.7%+5.0pp | 72.0%-5.3pp | 67.7%-1.0pp |
| Annual return | 8.58% | 23.68%-15.1pp | 107.48%-98.9pp | 35.67%-27.1pp |
| Employer contribution / active EE | $0 | $2,066-100.0% | $3,469-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,040 | $3,191-36.1% | $4,995-59.2% | $4,300-52.6% |
| Admin fee / account holder | $1,628 | $5,785-71.9% | $9,418-82.7% | $6,925-76.5% |