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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 | $103,115 | $105,284-2.1% | $150,734-31.6% | $94,015+9.7% |
| Participation rate | 57.7% | 71.7%-14.0pp | 78.4%-20.8pp | 70.8%-13.1pp |
| Annual return | 3.04% | 15.67%-12.6pp | 600.81%-597.8pp | 17.84%-14.8pp |
| Employer contribution / active EE | $962 | $3,599-73.3% | $4,918-80.4% | $2,790-65.5% |
| Participant deferral / active EE | $3,142 | $4,274-26.5% | $5,610-44.0% | $4,249-26.1% |
| Admin fee / account holder | $7,081 | $9,839-28.0% | $14,905-52.5% | $8,951-20.9% |