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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 | $92,907 | $83,485+11.3% | $125,192-25.8% | $72,975+27.3% |
| Participation rate | 67.7% | 73.3%-5.6pp | 79.8%-12.0pp | 69.5%-1.7pp |
| Annual return | 15.86% | 25.77%-9.9pp | 43.79%-27.9pp | 81.01%-65.2pp |
| Employer contribution / active EE | $592 | $2,346-74.8% | $3,866-84.7% | $2,440-75.8% |
| Participant deferral / active EE | $2,834 | $3,586-21.0% | $4,937-42.6% | $3,608-21.4% |
| Admin fee / account holder | $28,701 | $5,518+420.1% | $9,704+195.8% | $5,124+460.1% |