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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 | $88,819 | $71,230+24.7% | $93,727-5.2% | $80,959+9.7% |
| Participation rate | 67.6% | 60.4%+7.3pp | 68.7%-1.1pp | 67.7%0pp |
| Annual return | 5.32% | 11.26%-5.9pp | 133.83%-128.5pp | 35.67%-30.4pp |
| Employer contribution / active EE | $565 | $1,565-63.9% | $2,421-76.7% | $2,757-79.5% |
| Participant deferral / active EE | $4,087 | $4,037+1.2% | $4,417-7.5% | $4,300-5.0% |
| Admin fee / account holder | $18,594 | $6,961+167.1% | $8,292+124.2% | $6,925+168.5% |