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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 | $95,491 | $105,284-9.3% | $150,734-36.6% | $94,015+1.6% |
| Participation rate | 64.0% | 71.7%-7.7pp | 78.4%-14.4pp | 70.8%-6.8pp |
| Annual return | 1.17% | 15.67%-14.5pp | 600.81%-599.6pp | 17.84%-16.7pp |
| Employer contribution / active EE | $5,306 | $3,599+47.4% | $4,918+7.9% | $2,790+90.2% |
| Participant deferral / active EE | $6,335 | $4,274+48.2% | $5,610+12.9% | $4,249+49.1% |
| Admin fee / account holder | $3,566 | $9,839-63.8% | $14,905-76.1% | $8,951-60.2% |