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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 | $90,959 | $80,705+12.7% | $115,768-21.4% | $67,986+33.8% |
| Participation rate | 58.3% | 63.0%-4.7pp | 74.4%-16.1pp | 57.2%+1.0pp |
| Annual return | 6.68% | 18.49%-11.8pp | 100.46%-93.8pp | 31.67%-25.0pp |
| Employer contribution / active EE | $545 | $2,046-73.4% | $2,940-81.5% | $2,019-73.0% |
| Participant deferral / active EE | $2,256 | $3,559-36.6% | $4,917-54.1% | $3,358-32.8% |
| Admin fee / account holder | $5,975 | $4,135+44.5% | $12,439-52.0% | $3,203+86.5% |