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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 | $94,293 | $106,923-11.8% | $84,023+12.2% | $152,909-38.3% |
| Participation rate | 43.8% | 75.3%-31.5pp | 69.0%-25.3pp | 82.5%-38.7pp |
| Annual return | 5.56% | 105.02%-99.5pp | 71.32%-65.8pp | 345.46%-339.9pp |
| Employer contribution / active EE | $651 | $2,735-76.2% | $1,984-67.2% | $4,764-86.3% |
| Participant deferral / active EE | $1,307 | $4,013-67.4% | $3,239-59.6% | $5,851-77.7% |
| Admin fee / account holder | $5,252 | $8,289-36.6% | $6,102-13.9% | $11,601-54.7% |