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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 | $96,261 | $69,977+37.6% | $108,582-11.3% | $62,881+53.1% |
| Participation rate | 60.0% | 72.9%-12.9pp | 79.6%-19.6pp | 69.3%-9.3pp |
| Annual return | 3.22% | 10.73%-7.5pp | -51.70%+54.9pp | 20.14%-16.9pp |
| Employer contribution / active EE | $984 | $2,135-53.9% | $3,758-73.8% | $2,281-56.9% |
| Participant deferral / active EE | $3,335 | $3,165+5.4% | $4,311-22.6% | $3,203+4.1% |
| Admin fee / account holder | $5,156 | $5,076+1.6% | $7,645-32.6% | $4,296+20.0% |