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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 | $90,478 | $74,535+21.4% | $100,712-10.2% | $82,637+9.5% |
| Participation rate | 58.5% | 61.2%-2.7pp | 69.3%-10.8pp | 68.1%-9.6pp |
| Annual return | 11.32% | 18.92%-7.6pp | 33.27%-22.0pp | 53.51%-42.2pp |
| Employer contribution / active EE | $898 | $1,503-40.2% | $2,313-61.2% | $2,552-64.8% |
| Participant deferral / active EE | $3,121 | $3,074+1.5% | $4,085-23.6% | $4,126-24.4% |
| Admin fee / account holder | $19,264 | $6,576+193.0% | $9,256+108.1% | $7,339+162.5% |