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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 | $93,778 | $70,435+33.1% | $96,575-2.9% | $85,856+9.2% |
| Participation rate | 65.4% | 61.8%+3.6pp | 69.8%-4.4pp | 69.3%-3.9pp |
| Annual return | 9.19% | 18.59%-9.4pp | 37.79%-28.6pp | 318.58%-309.4pp |
| Employer contribution / active EE | $507 | $1,413-64.1% | $2,357-78.5% | $2,565-80.3% |
| Participant deferral / active EE | $3,537 | $2,894+22.2% | $3,849-8.1% | $3,952-10.5% |
| Admin fee / account holder | $1,049 | $4,997-79.0% | $6,182-83.0% | $6,261-83.2% |