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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 | $96,791 | $78,197+23.8% | $98,090-1.3% | $82,637+17.1% |
| Participation rate | 66.7% | 77.5%-10.8pp | 81.5%-14.9pp | 68.1%-1.4pp |
| Annual return | 6.48% | 40.25%-33.8pp | 37.05%-30.6pp | 53.51%-47.0pp |
| Employer contribution / active EE | $713 | $2,605-72.6% | $3,606-80.2% | $2,552-72.1% |
| Participant deferral / active EE | $2,830 | $6,636-57.4% | $7,845-63.9% | $4,126-31.4% |
| Admin fee / account holder | $29,729 | $14,832+100.4% | $11,815+151.6% | $7,339+305.1% |