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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 | $74,535+24.3% | $100,712-8.0% | $82,637+12.1% |
| Participation rate | 53.8% | 61.2%-7.3pp | 69.3%-15.4pp | 68.1%-14.2pp |
| Annual return | 11.21% | 18.92%-7.7pp | 33.27%-22.1pp | 53.51%-42.3pp |
| Employer contribution / active EE | $330 | $1,503-78.0% | $2,313-85.7% | $2,552-87.1% |
| Participant deferral / active EE | $4,161 | $3,074+35.4% | $4,085+1.8% | $4,126+0.8% |
| Admin fee / account holder | $17,849 | $6,576+171.4% | $9,256+92.8% | $7,339+143.2% |