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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 | $80,473 | $57,541+39.9% | $95,740-15.9% | $75,173+7.0% |
| Participation rate | 53.6% | 62.5%-8.9pp | 72.3%-18.7pp | 67.2%-13.6pp |
| Annual return | 9.63% | 34.93%-25.3pp | 28.41%-18.8pp | 160.72%-151.1pp |
| Employer contribution / active EE | $801 | $1,808-55.7% | $2,836-71.8% | $2,671-70.0% |
| Participant deferral / active EE | $2,606 | $3,074-15.2% | $4,244-38.6% | $4,126-36.8% |
| Admin fee / account holder | $7,855 | $4,099+91.7% | $5,676+38.4% | $5,651+39.0% |