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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 | $92,668 | $76,551+21.1% | $123,894-25.2% | $62,881+47.4% |
| Participation rate | 67.3% | 73.0%-5.7pp | 81.4%-14.1pp | 69.3%-2.0pp |
| Annual return | 4.44% | 18.68%-14.2pp | 47.52%-43.1pp | 20.14%-15.7pp |
| Employer contribution / active EE | $555 | $2,882-80.7% | $4,617-88.0% | $2,281-75.7% |
| Participant deferral / active EE | $4,244 | $4,840-12.3% | $5,984-29.1% | $3,203+32.5% |
| Admin fee / account holder | $5,747 | $4,826+19.1% | $8,357-31.2% | $4,296+33.8% |