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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 | $81,431 | $65,041+25.2% | $90,965-10.5% | $79,858+2.0% |
| Participation rate | 42.9% | 61.6%-18.7pp | 69.0%-26.2pp | 69.6%-26.8pp |
| Annual return | 6.87% | 30.45%-23.6pp | 134.57%-127.7pp | 31.72%-24.8pp |
| Employer contribution / active EE | $315 | $1,247-74.7% | $2,122-85.1% | $2,471-87.2% |
| Participant deferral / active EE | $1,862 | $2,512-25.9% | $3,373-44.8% | $3,740-50.2% |
| Admin fee / account holder | $5,514 | $4,536+21.6% | $5,960-7.5% | $5,306+3.9% |