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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 | $89,704 | $71,230+25.9% | $93,727-4.3% | $80,959+10.8% |
| Participation rate | 53.1% | 60.4%-7.3pp | 68.7%-15.6pp | 67.7%-14.6pp |
| Annual return | 7.53% | 11.26%-3.7pp | 133.83%-126.3pp | 35.67%-28.1pp |
| Employer contribution / active EE | $527 | $1,565-66.3% | $2,421-78.2% | $2,757-80.9% |
| Participant deferral / active EE | $2,432 | $4,037-39.8% | $4,417-44.9% | $4,300-43.4% |
| Admin fee / account holder | $17,243 | $6,961+147.7% | $8,292+108.0% | $6,925+149.0% |