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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 | $85,680 | $78,425+9.3% | $95,956-10.7% | $79,858+7.3% |
| Participation rate | 63.4% | 73.5%-10.1pp | 77.1%-13.7pp | 69.6%-6.2pp |
| Annual return | 6.64% | 19.37%-12.7pp | 91.63%-85.0pp | 31.72%-25.1pp |
| Employer contribution / active EE | $718 | $1,945-63.1% | $2,541-71.8% | $2,471-70.9% |
| Participant deferral / active EE | $4,060 | $3,440+18.0% | $4,167-2.6% | $3,740+8.5% |
| Admin fee / account holder | $1,005 | $5,622-82.1% | $6,797-85.2% | $5,306-81.1% |