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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 | $89,490 | $71,208+25.7% | $93,681-4.5% | $80,911+10.6% |
| Participation rate | 62.2% | 60.4%+1.8pp | 68.7%-6.6pp | 67.6%-5.5pp |
| Annual return | 9.95% | 11.27%-1.3pp | 133.47%-123.5pp | 35.63%-25.7pp |
| Employer contribution / active EE | $818 | $1,564-47.7% | $2,422-66.2% | $2,756-70.3% |
| Participant deferral / active EE | $2,367 | $4,035-41.3% | $4,415-46.4% | $4,297-44.9% |
| Admin fee / account holder | $26,904 | $6,951+287.1% | $8,290+224.5% | $6,935+288.0% |