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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 | $93,875 | $61,815+51.9% | $97,295-3.5% | $80,959+16.0% |
| Participation rate | 48.1% | 63.5%-15.3pp | 72.7%-24.5pp | 67.7%-19.5pp |
| Annual return | 6.94% | -558.73%+565.7pp | 75.62%-68.7pp | 35.67%-28.7pp |
| Employer contribution / active EE | $696 | $1,836-62.1% | $2,723-74.4% | $2,757-74.8% |
| Participant deferral / active EE | $2,651 | $3,027-12.4% | $4,264-37.8% | $4,300-38.4% |
| Admin fee / account holder | $8,310 | $5,166+60.9% | $5,646+47.2% | $6,925+20.0% |