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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 | $64,010+97.1% | $108,359+16.4% | $64,340+96.1% |
| Participation rate | 58.8% | 49.4%+9.5pp | 70.1%-11.3pp | 55.2%+3.6pp |
| Annual return | 7.84% | 19.74%-11.9pp | 36.89%-29.1pp | 24.14%-16.3pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $2,399-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,841 | $2,395-23.2% | $4,137-55.5% | $2,980-38.2% |
| Admin fee / account holder | $7,069 | $4,885+44.7% | $9,741-27.4% | $3,703+90.9% |