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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 | $75,058+35.9% | $152,301-33.0% | $64,340+58.6% |
| Participation rate | 65.2% | 60.9%+4.3pp | 82.4%-17.3pp | 55.2%+9.9pp |
| Annual return | 4.72% | 29.93%-25.2pp | 80.50%-75.8pp | 24.14%-19.4pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $4,624-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $7,004 | $5,041+38.9% | $8,004-12.5% | $2,980+135.0% |
| Admin fee / account holder | $13,352 | $4,050+229.7% | $14,398-7.3% | $3,703+260.6% |