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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 | $80,512 | $71,215+13.1% | $93,696-14.1% | $80,935-0.5% |
| Participation rate | 60.5% | 60.4%+0.1pp | 68.7%-8.3pp | 67.7%-7.2pp |
| Annual return | 6.95% | 11.27%-4.3pp | 133.74%-126.8pp | 35.66%-28.7pp |
| Employer contribution / active EE | $894 | $1,565-42.9% | $2,422-63.1% | $2,757-67.6% |
| Participant deferral / active EE | $2,912 | $4,037-27.9% | $4,417-34.1% | $4,299-32.3% |
| Admin fee / account holder | $8,791 | $6,958+26.3% | $8,287+6.1% | $6,924+27.0% |