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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 | $232,923 | $80,992+187.6% | $96,534+141.3% | $75,173+209.8% |
| Participation rate | 69.2% | 71.8%-2.6pp | 76.0%-6.8pp | 67.2%+2.0pp |
| Annual return | 11.45% | 27.05%-15.6pp | 25.88%-14.4pp | 160.72%-149.3pp |
| Employer contribution / active EE | $9,651 | $2,283+322.8% | $2,965+225.4% | $2,671+261.3% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,335 | $6,717-65.2% | $8,253-71.7% | $5,651-58.7% |