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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 | $86,132 | $91,179-5.5% | $178,499-51.7% | $79,852+7.9% |
| Participation rate | 53.3% | 69.2%-15.9pp | 81.9%-28.6pp | 69.6%-16.3pp |
| Annual return | 8.53% | 24.19%-15.7pp | 151.10%-142.6pp | 31.72%-23.2pp |
| Employer contribution / active EE | $607 | $3,256-81.4% | $5,011-87.9% | $2,471-75.5% |
| Participant deferral / active EE | $5,665 | $3,236+75.1% | $5,202+8.9% | $3,740+51.5% |
| Admin fee / account holder | $1,613 | $6,749-76.1% | $13,986-88.5% | $5,306-69.6% |