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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 | $87,763 | $63,354+38.5% | $94,105-6.7% | $82,637+6.2% |
| Participation rate | 52.0% | 63.8%-11.8pp | 71.9%-19.9pp | 68.1%-16.1pp |
| Annual return | 7.56% | 34.36%-26.8pp | 204.55%-197.0pp | 53.51%-45.9pp |
| Employer contribution / active EE | $743 | $1,760-57.8% | $2,504-70.3% | $2,552-70.9% |
| Participant deferral / active EE | $2,464 | $2,873-14.3% | $3,881-36.5% | $4,126-40.3% |
| Admin fee / account holder | $12,708 | $5,073+150.5% | $6,199+105.0% | $7,339+73.2% |