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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 | $86,994 | $76,834+13.2% | $108,359-19.7% | $87,485-0.6% |
| Participation rate | 65.4% | 61.7%+3.7pp | 70.1%-4.7pp | 68.9%-3.5pp |
| Annual return | 9.45% | 19.09%-9.6pp | 36.89%-27.4pp | 26.06%-16.6pp |
| Employer contribution / active EE | $315 | $1,556-79.8% | $2,399-86.9% | $2,596-87.9% |
| Participant deferral / active EE | $1,411 | $3,100-54.5% | $4,137-65.9% | $4,274-67.0% |
| Admin fee / account holder | $2,223 | $6,537-66.0% | $9,741-77.2% | $7,775-71.4% |