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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 | $95,600 | $63,703+50.1% | $93,063+2.7% | $82,448+16.0% |
| Participation rate | 58.2% | 63.8%-5.6pp | 72.1%-13.9pp | 68.1%-9.9pp |
| Annual return | 12.44% | -775.43%+787.9pp | 34.15%-21.7pp | 41.64%-29.2pp |
| Employer contribution / active EE | $864 | $1,729-50.0% | $2,476-65.1% | $2,551-66.1% |
| Participant deferral / active EE | $3,325 | $2,919+13.9% | $3,958-16.0% | $4,139-19.7% |
| Admin fee / account holder | $3,701 | $5,982-38.1% | $6,033-38.7% | $7,234-48.8% |