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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 | $116,069 | $67,411+72.2% | $91,004+27.5% | $70,131+65.5% |
| Participation rate | 55.4% | 71.4%-16.0pp | 75.6%-20.2pp | 69.5%-14.2pp |
| Annual return | 10.36% | -40.16%+50.5pp | 4.60%+5.8pp | 73.14%-62.8pp |
| Employer contribution / active EE | $502 | $1,786-71.9% | $2,456-79.6% | $2,342-78.6% |
| Participant deferral / active EE | $3,388 | $2,823+20.0% | $3,548-4.5% | $3,332+1.7% |
| Admin fee / account holder | $5,223 | $4,236+23.3% | $5,417-3.6% | $4,645+12.4% |