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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 | $55,298 | $91,760-39.7% | $156,181-64.6% | $67,986-18.7% |
| Participation rate | 60.2% | 65.0%-4.8pp | 78.8%-18.6pp | 57.2%+3.0pp |
| Annual return | 10.61% | 18.14%-7.5pp | 64.87%-54.3pp | 31.67%-21.1pp |
| Employer contribution / active EE | $586 | $2,419-75.8% | $4,294-86.4% | $2,019-71.0% |
| Participant deferral / active EE | $2,306 | $3,960-41.8% | $6,132-62.4% | $3,358-31.3% |
| Admin fee / account holder | $9,862 | $3,949+149.8% | $14,586-32.4% | $3,203+207.9% |