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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 | $100,995 | $49,791+102.8% | $78,210+29.1% | $70,126+44.0% |
| Participation rate | 66.3% | 62.3%+4.0pp | 68.7%-2.4pp | 69.5%-3.2pp |
| Annual return | 7.46% | 20.75%-13.3pp | 40.90%-33.4pp | 73.15%-65.7pp |
| Employer contribution / active EE | $0 | $1,430-100.0% | $2,034-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,207 | $2,150+49.1% | $2,823+13.6% | $3,332-3.7% |
| Admin fee / account holder | $17,371 | $3,181+446.1% | $3,758+362.2% | $4,645+273.9% |