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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 | $97,135 | $72,027+34.9% | $185,835-47.7% | $79,852+21.6% |
| Participation rate | 55.7% | 65.8%-10.1pp | 78.0%-22.3pp | 69.6%-13.9pp |
| Annual return | 11.07% | 23.13%-12.1pp | 35.96%-24.9pp | 31.72%-20.7pp |
| Employer contribution / active EE | $586 | $1,965-70.2% | $4,087-85.7% | $2,471-76.3% |
| Participant deferral / active EE | $5,240 | $3,780+38.6% | $5,633-7.0% | $3,740+40.1% |
| Admin fee / account holder | $6,379 | $4,513+41.4% | $9,502-32.9% | $5,306+20.2% |