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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 | $107,990 | $58,493+84.6% | $84,021+28.5% | $72,975+48.0% |
| Participation rate | 68.2% | 61.2%+7.0pp | 69.0%-0.8pp | 69.5%-1.3pp |
| Annual return | -3.12% | 28.93%-32.0pp | 71.32%-74.4pp | 81.01%-84.1pp |
| Employer contribution / active EE | $354 | $1,163-69.6% | $1,984-82.2% | $2,440-85.5% |
| Participant deferral / active EE | $2,496 | $2,394+4.3% | $3,239-22.9% | $3,608-30.8% |
| Admin fee / account holder | $2,952 | $4,569-35.4% | $6,102-51.6% | $5,124-42.4% |