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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 | $77,574+12.1% | $108,753-20.0% | $86,9830% |
| Participation rate | 65.4% | 62.3%+3.1pp | 71.1%-5.7pp | 69.5%-4.2pp |
| Annual return | 9.45% | 18.42%-9.0pp | 37.47%-28.0pp | 25.83%-16.4pp |
| Employer contribution / active EE | $315 | $1,611-80.5% | $2,427-87.0% | $2,584-87.8% |
| Participant deferral / active EE | $1,411 | $3,128-54.9% | $4,115-65.7% | $4,194-66.4% |
| Admin fee / account holder | $2,223 | $6,529-65.9% | $10,320-78.5% | $7,856-71.7% |