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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 | $106,864-12.4% | $147,318-36.5% | $82,637+13.2% |
| Participation rate | 60.6% | 75.5%-14.9pp | 82.1%-21.5pp | 68.1%-7.4pp |
| Annual return | 13.11% | 27.49%-14.4pp | 70.43%-57.3pp | 53.51%-40.4pp |
| Employer contribution / active EE | $756 | $3,417-77.9% | $4,593-83.5% | $2,552-70.4% |
| Participant deferral / active EE | $2,687 | $6,496-58.6% | $7,906-66.0% | $4,126-34.9% |
| Admin fee / account holder | $2,093 | $8,415-75.1% | $13,708-84.7% | $7,339-71.5% |