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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 | $126,168 | $65,246+93.4% | $98,716+27.8% | $67,986+85.6% |
| Participation rate | 58.8% | 51.4%+7.4pp | 69.3%-10.5pp | 57.2%+1.6pp |
| Annual return | 7.84% | 20.58%-12.7pp | 31.81%-24.0pp | 31.67%-23.8pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,841 | $2,594-29.0% | $4,048-54.5% | $3,358-45.2% |
| Admin fee / account holder | $7,069 | $4,561+55.0% | $8,703-18.8% | $3,203+120.7% |