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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 | $98,514 | $57,073+72.6% | $85,126+15.7% | $80,925+21.7% |
| Participation rate | 61.0% | 56.4%+4.6pp | 67.5%-6.5pp | 67.7%-6.7pp |
| Annual return | 10.49% | 21.69%-11.2pp | 66.63%-56.1pp | 35.65%-25.2pp |
| Employer contribution / active EE | $523 | $1,801-70.9% | $2,731-80.8% | $2,756-81.0% |
| Participant deferral / active EE | $5,666 | $3,113+82.0% | $4,523+25.3% | $4,299+31.8% |
| Admin fee / account holder | $17,544 | $4,988+251.7% | $6,160+184.8% | $6,940+152.8% |