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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 | $89,697 | $89,364+0.4% | $141,173-36.5% | $72,986+22.9% |
| Participation rate | 64.5% | 75.1%-10.6pp | 82.5%-18.0pp | 69.5%-5.0pp |
| Annual return | 4.36% | 111.86%-107.5pp | 71.40%-67.0pp | 81.01%-76.6pp |
| Employer contribution / active EE | $702 | $3,115-77.5% | $4,735-85.2% | $2,440-71.2% |
| Participant deferral / active EE | $5,395 | $5,419-0.4% | $6,710-19.6% | $3,607+49.6% |
| Admin fee / account holder | $2,375 | $5,959-60.2% | $10,262-76.9% | $5,124-53.7% |