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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 | $95,904-42.3% | $173,730-68.2% | $64,340-14.1% |
| Participation rate | 60.2% | 60.6%-0.4pp | 79.6%-19.4pp | 55.2%+4.9pp |
| Annual return | 10.61% | 17.47%-6.9pp | 19.96%-9.4pp | 24.14%-13.5pp |
| Employer contribution / active EE | $586 | $2,323-74.8% | $4,577-87.2% | $1,862-68.5% |
| Participant deferral / active EE | $2,306 | $3,488-33.9% | $6,326-63.6% | $2,980-22.6% |
| Admin fee / account holder | $9,862 | $5,089+93.8% | $17,523-43.7% | $3,703+166.4% |