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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 | $83,493 | $63,703+31.1% | $93,063-10.3% | $82,448+1.3% |
| Participation rate | 37.5% | 63.8%-26.3pp | 72.1%-34.6pp | 68.1%-30.6pp |
| Annual return | 11.23% | -775.43%+786.7pp | 34.15%-22.9pp | 41.64%-30.4pp |
| Employer contribution / active EE | $995 | $1,729-42.4% | $2,476-59.8% | $2,551-61.0% |
| Participant deferral / active EE | $2,385 | $2,919-18.3% | $3,958-39.8% | $4,139-42.4% |
| Admin fee / account holder | $583 | $5,982-90.3% | $6,033-90.3% | $7,234-91.9% |