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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 | $107,000 | $71,230+50.2% | $93,727+14.2% | $80,959+32.2% |
| Participation rate | 64.6% | 60.4%+4.2pp | 68.7%-4.1pp | 67.7%-3.1pp |
| Annual return | 7.29% | 11.26%-4.0pp | 133.83%-126.5pp | 35.67%-28.4pp |
| Employer contribution / active EE | $956 | $1,565-38.9% | $2,421-60.5% | $2,757-65.3% |
| Participant deferral / active EE | $5,068 | $4,037+25.5% | $4,417+14.7% | $4,300+17.9% |
| Admin fee / account holder | $5,786 | $6,961-16.9% | $8,292-30.2% | $6,925-16.5% |