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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 | $94,159 | $73,787+27.6% | $98,716-4.6% | $82,448+14.2% |
| Participation rate | 65.8% | 61.4%+4.4pp | 69.3%-3.5pp | 68.1%-2.3pp |
| Annual return | 8.46% | 18.57%-10.1pp | 31.81%-23.3pp | 41.64%-33.2pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,235 | $3,081+37.4% | $4,048+4.6% | $4,139+2.3% |
| Admin fee / account holder | $39,055 | $6,500+500.8% | $8,703+348.8% | $7,234+439.8% |