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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 | $95,385 | $91,179+4.6% | $178,499-46.6% | $79,852+19.5% |
| Participation rate | 69.6% | 69.2%+0.4pp | 81.9%-12.4pp | 69.6%-0.1pp |
| Annual return | 1.83% | 24.19%-22.4pp | 151.10%-149.3pp | 31.72%-29.9pp |
| Employer contribution / active EE | $977 | $3,256-70.0% | $5,011-80.5% | $2,471-60.5% |
| Participant deferral / active EE | $4,475 | $3,236+38.3% | $5,202-14.0% | $3,740+19.6% |
| Admin fee / account holder | $1,053 | $6,749-84.4% | $13,986-92.5% | $5,306-80.2% |