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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 | $102,478 | $83,485+22.8% | $125,192-18.1% | $72,975+40.4% |
| Participation rate | 59.3% | 73.3%-14.0pp | 79.8%-20.5pp | 69.5%-10.2pp |
| Annual return | 2.01% | 25.77%-23.8pp | 43.79%-41.8pp | 81.01%-79.0pp |
| Employer contribution / active EE | $581 | $2,346-75.2% | $3,866-85.0% | $2,440-76.2% |
| Participant deferral / active EE | $3,660 | $3,586+2.0% | $4,937-25.9% | $3,608+1.4% |
| Admin fee / account holder | $5,968 | $5,518+8.2% | $9,704-38.5% | $5,124+16.5% |