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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 | $85,064 | $71,057+19.7% | $93,654-9.2% | $80,874+5.2% |
| Participation rate | 67.0% | 60.4%+6.6pp | 68.7%-1.7pp | 67.6%-0.6pp |
| Annual return | 9.90% | 11.26%-1.4pp | 133.34%-123.4pp | 35.62%-25.7pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,421-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,602 | $4,034-35.5% | $4,413-41.0% | $4,297-39.4% |
| Admin fee / account holder | $14,846 | $6,944+113.8% | $8,282+79.2% | $6,935+114.1% |