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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 | $105,138 | $71,215+47.6% | $93,696+12.2% | $80,935+29.9% |
| Participation rate | 69.7% | 60.4%+9.3pp | 68.7%+1.0pp | 67.7%+2.0pp |
| Annual return | 8.01% | 11.27%-3.3pp | 133.74%-125.7pp | 35.66%-27.7pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,722 | $4,037-7.8% | $4,417-15.7% | $4,299-13.4% |
| Admin fee / account holder | $918 | $6,958-86.8% | $8,287-88.9% | $6,924-86.7% |