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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 | $76,383+19.1% | $121,663-25.2% | $64,340+41.4% |
| Participation rate | 58.3% | 60.4%-2.2pp | 74.5%-16.2pp | 55.2%+3.0pp |
| Annual return | 6.68% | 16.98%-10.3pp | 147.54%-140.9pp | 24.14%-17.5pp |
| Employer contribution / active EE | $545 | $1,943-72.0% | $3,020-82.0% | $1,862-70.7% |
| Participant deferral / active EE | $2,256 | $3,149-28.4% | $4,887-53.8% | $2,980-24.3% |
| Admin fee / account holder | $5,975 | $4,142+44.3% | $14,289-58.2% | $3,703+61.4% |