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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 | $104,497 | $99,875+4.6% | $146,866-28.8% | $86,983+20.1% |
| Participation rate | 36.0% | 75.8%-39.8pp | 82.5%-46.5pp | 69.5%-33.5pp |
| Annual return | 7.43% | 28.10%-20.7pp | 102.85%-95.4pp | 25.83%-18.4pp |
| Employer contribution / active EE | $403 | $3,224-87.5% | $4,425-90.9% | $2,584-84.4% |
| Participant deferral / active EE | $6,924 | $6,322+9.5% | $7,759-10.8% | $4,194+65.1% |
| Admin fee / account holder | $1,127 | $7,838-85.6% | $13,620-91.7% | $7,856-85.7% |