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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 | $79,075 | $80,992-2.4% | $96,534-18.1% | $75,173+5.2% |
| Participation rate | 54.5% | 71.8%-17.2pp | 76.0%-21.4pp | 67.2%-12.7pp |
| Annual return | 6.25% | 27.05%-20.8pp | 25.88%-19.6pp | 160.72%-154.5pp |
| Employer contribution / active EE | $805 | $2,283-64.7% | $2,965-72.8% | $2,671-69.9% |
| Participant deferral / active EE | $2,903 | $3,929-26.1% | $4,851-40.2% | $4,126-29.7% |
| Admin fee / account holder | $11,948 | $6,717+77.9% | $8,253+44.8% | $5,651+111.4% |