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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 | $102,815 | $52,279+96.7% | $89,435+15.0% | $79,856+28.8% |
| Participation rate | 69.0% | 57.5%+11.4pp | 68.0%+1.0pp | 69.6%-0.7pp |
| Annual return | 11.33% | 22.16%-10.8pp | 245.55%-234.2pp | 31.71%-20.4pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,471 | $2,740+172.6% | $3,890+92.0% | $3,741+99.7% |
| Admin fee / account holder | $10,326 | $3,356+207.6% | $4,884+111.4% | $5,306+94.6% |