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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 | $90,063 | $99,875-9.8% | $146,866-38.7% | $86,983+3.5% |
| Participation rate | 55.6% | 75.8%-20.3pp | 82.5%-27.0pp | 69.5%-14.0pp |
| Annual return | 10.55% | 28.10%-17.5pp | 102.85%-92.3pp | 25.83%-15.3pp |
| Employer contribution / active EE | $434 | $3,224-86.5% | $4,425-90.2% | $2,584-83.2% |
| Participant deferral / active EE | $4,341 | $6,322-31.3% | $7,759-44.1% | $4,194+3.5% |
| Admin fee / account holder | $2,561 | $7,838-67.3% | $13,620-81.2% | $7,856-67.4% |