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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 | $102,018 | $76,642+33.1% | $146,866-30.5% | $65,306+56.2% |
| Participation rate | 65.2% | 61.2%+3.9pp | 82.5%-17.3pp | 57.7%+7.5pp |
| Annual return | 4.72% | 33.40%-28.7pp | 102.85%-98.1pp | 21.94%-17.2pp |
| Employer contribution / active EE | $0 | $2,621-100.0% | $4,425-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $7,004 | $4,864+44.0% | $7,759-9.7% | $2,959+136.7% |
| Admin fee / account holder | $13,352 | $3,960+237.1% | $13,620-2.0% | $3,480+283.7% |