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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 | $95,704 | $71,215+34.4% | $93,696+2.1% | $80,935+18.2% |
| Participation rate | 41.6% | 60.4%-18.8pp | 68.7%-27.2pp | 67.7%-26.1pp |
| Annual return | 7.34% | 11.27%-3.9pp | 133.74%-126.4pp | 35.66%-28.3pp |
| Employer contribution / active EE | $467 | $1,565-70.2% | $2,422-80.7% | $2,757-83.1% |
| Participant deferral / active EE | $2,844 | $4,037-29.6% | $4,417-35.6% | $4,299-33.9% |
| Admin fee / account holder | $11,935 | $6,958+71.5% | $8,287+44.0% | $6,924+72.4% |