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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 | $119,838 | $65,041+84.2% | $90,965+31.7% | $79,858+50.1% |
| Participation rate | 63.3% | 61.6%+1.7pp | 69.0%-5.7pp | 69.6%-6.3pp |
| Annual return | 9.86% | 30.45%-20.6pp | 134.57%-124.7pp | 31.72%-21.9pp |
| Employer contribution / active EE | $821 | $1,247-34.1% | $2,122-61.3% | $2,471-66.8% |
| Participant deferral / active EE | $2,614 | $2,512+4.1% | $3,373-22.5% | $3,740-30.1% |
| Admin fee / account holder | $19,285 | $4,536+325.2% | $5,960+223.6% | $5,306+263.5% |