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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 | $62,314 | $77,574-19.7% | $108,753-42.7% | $86,983-28.4% |
| Participation rate | 69.2% | 62.3%+6.9pp | 71.1%-1.9pp | 69.5%-0.3pp |
| Annual return | 10.33% | 18.42%-8.1pp | 37.47%-27.1pp | 25.83%-15.5pp |
| Employer contribution / active EE | $464 | $1,611-71.2% | $2,427-80.9% | $2,584-82.1% |
| Participant deferral / active EE | $2,830 | $3,128-9.5% | $4,115-31.2% | $4,194-32.5% |
| Admin fee / account holder | $24,370 | $6,529+273.3% | $10,320+136.2% | $7,856+210.2% |