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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 | $93,567 | $106,749-12.3% | $145,433-35.7% | $82,448+13.5% |
| Participation rate | 60.6% | 75.6%-15.0pp | 82.1%-21.5pp | 68.1%-7.5pp |
| Annual return | 13.11% | 27.59%-14.5pp | 66.58%-53.5pp | 41.64%-28.5pp |
| Employer contribution / active EE | $756 | $3,444-78.1% | $4,554-83.4% | $2,551-70.4% |
| Participant deferral / active EE | $2,687 | $6,519-58.8% | $7,897-66.0% | $4,139-35.1% |
| Admin fee / account holder | $2,093 | $8,390-75.1% | $13,129-84.1% | $7,234-71.1% |