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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 | $66,678 | $64,920+2.7% | $103,693-35.7% | $86,983-23.3% |
| Participation rate | 45.5% | 63.6%-18.1pp | 72.6%-27.2pp | 69.5%-24.1pp |
| Annual return | 9.37% | 30.29%-20.9pp | 47.61%-38.2pp | 25.83%-16.5pp |
| Employer contribution / active EE | $854 | $2,141-60.1% | $2,920-70.7% | $2,584-66.9% |
| Participant deferral / active EE | $5,980 | $3,241+84.5% | $4,579+30.6% | $4,194+42.6% |
| Admin fee / account holder | $10,856 | $6,191+75.3% | $7,858+38.2% | $7,856+38.2% |