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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 | $86,329 | $93,589-7.8% | $135,942-36.5% | $75,181+14.8% |
| Participation rate | 27.6% | 75.2%-47.6pp | 81.9%-54.3pp | 67.2%-39.6pp |
| Annual return | 10.57% | 30.90%-20.3pp | 68.28%-57.7pp | 160.69%-150.1pp |
| Employer contribution / active EE | $881 | $3,537-75.1% | $4,858-81.9% | $2,671-67.0% |
| Participant deferral / active EE | $3,426 | $6,405-46.5% | $7,759-55.8% | $4,126-17.0% |
| Admin fee / account holder | $5,846 | $6,977-16.2% | $10,764-45.7% | $5,650+3.5% |