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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 | $101,890 | $88,672+14.9% | $105,223-3.2% | $82,448+23.6% |
| Participation rate | 64.6% | 67.9%-3.3pp | 75.0%-10.5pp | 68.1%-3.5pp |
| Annual return | 12.80% | 30.86%-18.1pp | 180.65%-167.8pp | 41.64%-28.8pp |
| Employer contribution / active EE | $956 | $3,048-68.6% | $3,689-74.1% | $2,551-62.5% |
| Participant deferral / active EE | $3,965 | $4,036-1.8% | $5,072-21.8% | $4,139-4.2% |
| Admin fee / account holder | $13,393 | $7,146+87.4% | $8,859+51.2% | $7,234+85.1% |