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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 | $99,283 | $58,493+69.7% | $84,023+18.2% | $72,976+36.0% |
| Participation rate | 54.7% | 61.2%-6.5pp | 69.0%-14.3pp | 69.5%-14.8pp |
| Annual return | 10.16% | 28.93%-18.8pp | 71.32%-61.2pp | 81.02%-70.9pp |
| Employer contribution / active EE | $403 | $1,163-65.4% | $1,984-79.7% | $2,440-83.5% |
| Participant deferral / active EE | $2,357 | $2,394-1.6% | $3,239-27.2% | $3,608-34.7% |
| Admin fee / account holder | $9,700 | $4,569+112.3% | $6,102+59.0% | $5,124+89.3% |