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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 | $101,843 | $57,119+78.3% | $85,187+19.6% | $80,935+25.8% |
| Participation rate | 69.0% | 56.4%+12.6pp | 67.5%+1.4pp | 67.7%+1.3pp |
| Annual return | 6.54% | 21.70%-15.2pp | 66.67%-60.1pp | 35.66%-29.1pp |
| Employer contribution / active EE | $450 | $1,802-75.0% | $2,732-83.5% | $2,757-83.7% |
| Participant deferral / active EE | $1,751 | $3,115-43.8% | $4,525-61.3% | $4,299-59.3% |
| Admin fee / account holder | $2,847 | $4,990-42.9% | $6,162-53.8% | $6,924-58.9% |