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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 | $71,208+47.6% | $93,681+12.2% | $80,911+29.9% |
| Participation rate | 69.7% | 60.4%+9.3pp | 68.7%+1.0pp | 67.6%+2.0pp |
| Annual return | 8.01% | 11.27%-3.3pp | 133.47%-125.5pp | 35.63%-27.6pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,722 | $4,035-7.7% | $4,415-15.7% | $4,297-13.4% |
| Admin fee / account holder | $918 | $6,951-86.8% | $8,290-88.9% | $6,935-86.8% |