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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 | $96,901 | $89,367+8.4% | $141,191-31.4% | $72,975+32.8% |
| Participation rate | 69.9% | 75.1%-5.2pp | 82.5%-12.6pp | 69.5%+0.4pp |
| Annual return | 7.52% | 111.87%-104.3pp | 71.41%-63.9pp | 81.01%-73.5pp |
| Employer contribution / active EE | $819 | $3,115-73.7% | $4,736-82.7% | $2,440-66.5% |
| Participant deferral / active EE | $5,661 | $5,419+4.5% | $6,710-15.6% | $3,608+56.9% |
| Admin fee / account holder | $886 | $5,957-85.1% | $10,264-91.4% | $5,124-82.7% |