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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 | $78,166 | $60,442+29.3% | $96,754-19.2% | $87,485-10.7% |
| Participation rate | 43.9% | 58.7%-14.8pp | 70.3%-26.4pp | 68.9%-25.0pp |
| Annual return | 11.85% | 21.97%-10.1pp | 82.04%-70.2pp | 26.06%-14.2pp |
| Employer contribution / active EE | $616 | $1,691-63.6% | $2,679-77.0% | $2,596-76.3% |
| Participant deferral / active EE | $2,812 | $3,280-14.3% | $4,758-40.9% | $4,274-34.2% |
| Admin fee / account holder | $8,120 | $5,069+60.2% | $8,905-8.8% | $7,775+4.4% |