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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 | $85,872 | $85,766+0.1% | $136,298-37.0% | $70,126+22.5% |
| Participation rate | 69.2% | 74.2%-4.9pp | 81.9%-12.7pp | 69.5%-0.3pp |
| Annual return | 14.02% | 31.46%-17.4pp | 5156.27%-5142.2pp | 73.15%-59.1pp |
| Employer contribution / active EE | $888 | $2,966-70.1% | $4,696-81.1% | $2,343-62.1% |
| Participant deferral / active EE | $4,786 | $5,051-5.3% | $6,247-23.4% | $3,332+43.6% |
| Admin fee / account holder | $1,681 | $5,421-69.0% | $9,244-81.8% | $4,645-63.8% |