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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 | $92,689 | $78,428+18.2% | $95,960-3.4% | $79,852+16.1% |
| Participation rate | 51.4% | 73.5%-22.1pp | 77.1%-25.7pp | 69.6%-18.2pp |
| Annual return | 5.62% | 19.37%-13.8pp | 91.63%-86.0pp | 31.72%-26.1pp |
| Employer contribution / active EE | $746 | $1,945-61.6% | $2,541-70.6% | $2,471-69.8% |
| Participant deferral / active EE | $1,956 | $3,440-43.1% | $4,167-53.1% | $3,740-47.7% |
| Admin fee / account holder | $7,409 | $5,622+31.8% | $6,797+9.0% | $5,306+39.6% |