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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 | $92,676 | $73,787+25.6% | $98,716-6.1% | $82,448+12.4% |
| Participation rate | 53.8% | 61.4%-7.6pp | 69.3%-15.4pp | 68.1%-14.2pp |
| Annual return | 11.21% | 18.57%-7.4pp | 31.81%-20.6pp | 41.64%-30.4pp |
| Employer contribution / active EE | $330 | $1,511-78.2% | $2,279-85.5% | $2,551-87.1% |
| Participant deferral / active EE | $4,161 | $3,081+35.0% | $4,048+2.8% | $4,139+0.5% |
| Admin fee / account holder | $17,849 | $6,500+174.6% | $8,703+105.1% | $7,234+146.7% |