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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 | $98,705 | $78,423+25.9% | $95,964+2.9% | $79,856+23.6% |
| Participation rate | 59.7% | 73.5%-13.8pp | 77.1%-17.4pp | 69.6%-10.0pp |
| Annual return | 7.66% | 19.37%-11.7pp | 91.64%-84.0pp | 31.71%-24.1pp |
| Employer contribution / active EE | $603 | $1,945-69.0% | $2,541-76.3% | $2,471-75.6% |
| Participant deferral / active EE | $2,034 | $3,440-40.9% | $4,167-51.2% | $3,741-45.6% |
| Admin fee / account holder | $7,102 | $5,622+26.3% | $6,797+4.5% | $5,306+33.8% |