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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 | $91,485 | $76,371+19.8% | $93,621-2.3% | $72,975+25.4% |
| Participation rate | 69.8% | 71.8%-1.9pp | 75.8%-6.0pp | 69.5%+0.3pp |
| Annual return | 16.30% | 25.82%-9.5pp | 32.76%-16.5pp | 81.01%-64.7pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,290 | $3,538-7.0% | $4,070-19.2% | $3,608-8.8% |
| Admin fee / account holder | $10,135 | $6,839+48.2% | $7,890+28.5% | $5,124+97.8% |