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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 | $108,085 | $99,875+8.2% | $146,866-26.4% | $86,983+24.3% |
| Participation rate | 69.4% | 75.8%-6.4pp | 82.5%-13.1pp | 69.5%-0.1pp |
| Annual return | 12.80% | 28.10%-15.3pp | 102.85%-90.1pp | 25.83%-13.0pp |
| Employer contribution / active EE | $539 | $3,224-83.3% | $4,425-87.8% | $2,584-79.1% |
| Participant deferral / active EE | $6,429 | $6,322+1.7% | $7,759-17.1% | $4,194+53.3% |
| Admin fee / account holder | $17,613 | $7,838+124.7% | $13,620+29.3% | $7,856+124.2% |