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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 | $117,583 | $106,918+10.0% | $84,021+39.9% | $152,897-23.1% |
| Participation rate | 61.5% | 75.2%-13.7pp | 69.0%-7.5pp | 82.5%-20.9pp |
| Annual return | 2.68% | 105.01%-102.3pp | 71.32%-68.6pp | 345.43%-342.7pp |
| Employer contribution / active EE | $548 | $2,735-80.0% | $1,984-72.4% | $4,764-88.5% |
| Participant deferral / active EE | $5,892 | $4,012+46.9% | $3,239+81.9% | $5,851+0.7% |
| Admin fee / account holder | $4,528 | $8,288-45.4% | $6,102-25.8% | $11,599-61.0% |