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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 | $85,767 | $78,428+9.4% | $95,960-10.6% | $79,852+7.4% |
| Participation rate | 65.6% | 73.5%-7.9pp | 77.1%-11.5pp | 69.6%-4.0pp |
| Annual return | 2.25% | 19.37%-17.1pp | 91.63%-89.4pp | 31.72%-29.5pp |
| Employer contribution / active EE | $936 | $1,945-51.9% | $2,541-63.2% | $2,471-62.1% |
| Participant deferral / active EE | $3,161 | $3,440-8.1% | $4,167-24.1% | $3,740-15.5% |
| Admin fee / account holder | $1,941 | $5,622-65.5% | $6,797-71.4% | $5,306-63.4% |