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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 | $145,047 | $78,027+85.9% | $178,528-18.8% | $80,925+79.2% |
| Participation rate | 69.7% | 65.7%+4.0pp | 77.1%-7.4pp | 67.7%+2.0pp |
| Annual return | 6.83% | 18.09%-11.3pp | 27.11%-20.3pp | 35.65%-28.8pp |
| Employer contribution / active EE | $976 | $2,281-57.2% | $3,950-75.3% | $2,756-64.6% |
| Participant deferral / active EE | $3,781 | $4,408-14.2% | $6,278-39.8% | $4,299-12.0% |
| Admin fee / account holder | $58,035 | $7,168+709.7% | $10,419+457.0% | $6,940+736.2% |