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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 | $93,997 | $71,215+32.0% | $93,696+0.3% | $80,935+16.1% |
| Participation rate | 58.8% | 60.4%-1.6pp | 68.7%-9.9pp | 67.7%-8.8pp |
| Annual return | 8.96% | 11.27%-2.3pp | 133.74%-124.8pp | 35.66%-26.7pp |
| Employer contribution / active EE | $440 | $1,565-71.9% | $2,422-81.8% | $2,757-84.0% |
| Participant deferral / active EE | $1,642 | $4,037-59.3% | $4,417-62.8% | $4,299-61.8% |
| Admin fee / account holder | $4,938 | $6,958-29.0% | $8,287-40.4% | $6,924-28.7% |