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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 | $102,250 | $65,034+57.2% | $90,970+12.4% | $79,856+28.0% |
| Participation rate | 66.7% | 61.6%+5.1pp | 69.0%-2.3pp | 69.6%-3.0pp |
| Annual return | 8.81% | 30.45%-21.6pp | 134.60%-125.8pp | 31.71%-22.9pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,157 | $2,512-14.1% | $3,373-36.0% | $3,741-42.3% |
| Admin fee / account holder | $1,356 | $4,536-70.1% | $5,961-77.3% | $5,306-74.4% |