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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 | $99,544 | $68,878+44.5% | $120,574-17.4% | $80,935+23.0% |
| Participation rate | 29.5% | 61.7%-32.1pp | 71.9%-42.4pp | 67.7%-38.1pp |
| Annual return | 8.72% | 23.67%-14.9pp | 107.42%-98.7pp | 35.66%-26.9pp |
| Employer contribution / active EE | $644 | $2,065-68.8% | $3,471-81.4% | $2,757-76.6% |
| Participant deferral / active EE | $1,684 | $3,189-47.2% | $4,996-66.3% | $4,299-60.8% |
| Admin fee / account holder | $7,677 | $5,782+32.8% | $9,445-18.7% | $6,924+10.9% |