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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 | $112,557 | $109,782+2.5% | $260,467-56.8% | $94,015+19.7% |
| Participation rate | 42.9% | 67.2%-24.3pp | 80.5%-37.6pp | 70.8%-28.0pp |
| Annual return | 4.60% | 18.60%-14.0pp | 100.60%-96.0pp | 17.84%-13.2pp |
| Employer contribution / active EE | $968 | $2,147-54.9% | $4,239-77.2% | $2,790-65.3% |
| Participant deferral / active EE | $1,936 | $4,044-52.1% | $6,319-69.4% | $4,249-54.4% |
| Admin fee / account holder | $2,259 | $11,958-81.1% | $15,461-85.4% | $8,951-74.8% |