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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 | $70,702 | $58,099+21.7% | $76,872-8.0% | $75,173-5.9% |
| Participation rate | 69.2% | 63.9%+5.3pp | 69.6%-0.4pp | 67.2%+2.0pp |
| Annual return | 5.34% | 26.71%-21.4pp | 37.90%-32.6pp | 160.72%-155.4pp |
| Employer contribution / active EE | $905 | $1,996-54.7% | $2,533-64.3% | $2,671-66.1% |
| Participant deferral / active EE | $1,391 | $2,999-53.6% | $3,832-63.7% | $4,126-66.3% |
| Admin fee / account holder | $7,907 | $4,778+65.5% | $5,476+44.4% | $5,651+39.9% |