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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 | $101,846 | $79,438+28.2% | $106,555-4.4% | $79,391+28.3% |
| Participation rate | 46.7% | 74.2%-27.5pp | 76.1%-29.5pp | 70.7%-24.0pp |
| Annual return | 8.46% | 18.27%-9.8pp | 26.80%-18.3pp | 116.88%-108.4pp |
| Employer contribution / active EE | $609 | $2,235-72.8% | $2,819-78.4% | $2,428-74.9% |
| Participant deferral / active EE | $1,945 | $3,824-49.1% | $4,399-55.8% | $4,046-51.9% |
| Admin fee / account holder | $7,238 | $523+1283.9% | $7,408-2.3% | $627+1055.2% |