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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 | $86,798 | $99,345-12.6% | $84,753+2.4% | $273,972-68.3% |
| Participation rate | 47.4% | 80.7%-33.3pp | 76.6%-29.2pp | 83.0%-35.6pp |
| Annual return | 0.82% | 22.93%-22.1pp | 22.78%-22.0pp | 41.46%-40.6pp |
| Employer contribution / active EE | $1,246 | $4,214-70.4% | $3,574-65.1% | $4,869-74.4% |
| Participant deferral / active EE | $1,971 | $4,270-53.8% | $3,712-46.9% | $5,287-62.7% |
| Admin fee / account holder | $3,110 | $6,645-53.2% | $5,333-41.7% | $10,133-69.3% |