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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 | $71,215+24.7% | $93,696-5.2% | $80,935+9.7% |
| Participation rate | 67.6% | 60.4%+7.2pp | 68.7%-1.1pp | 67.7%0pp |
| Annual return | 5.32% | 11.27%-6.0pp | 133.74%-128.4pp | 35.66%-30.3pp |
| Employer contribution / active EE | $565 | $1,565-63.9% | $2,422-76.7% | $2,757-79.5% |
| Participant deferral / active EE | $4,087 | $4,037+1.3% | $4,417-7.5% | $4,299-4.9% |
| Admin fee / account holder | $18,594 | $6,958+167.2% | $8,287+124.4% | $6,924+168.5% |