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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 | $118,677 | $76,834+54.5% | $108,359+9.5% | $87,485+35.7% |
| Participation rate | 65.6% | 61.7%+3.8pp | 70.1%-4.5pp | 68.9%-3.4pp |
| Annual return | -2.56% | 19.09%-21.6pp | 36.89%-39.5pp | 26.06%-28.6pp |
| Employer contribution / active EE | $865 | $1,556-44.4% | $2,399-63.9% | $2,596-66.7% |
| Participant deferral / active EE | $3,180 | $3,100+2.6% | $4,137-23.1% | $4,274-25.6% |
| Admin fee / account holder | $3,708 | $6,537-43.3% | $9,741-61.9% | $7,775-52.3% |