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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 | $96,686 | $58,493+65.3% | $84,021+15.1% | $72,975+32.5% |
| Participation rate | 66.2% | 61.2%+4.9pp | 69.0%-2.9pp | 69.5%-3.3pp |
| Annual return | 10.09% | 28.93%-18.8pp | 71.32%-61.2pp | 81.01%-70.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,225 | $2,394-7.1% | $3,239-31.3% | $3,608-38.3% |
| Admin fee / account holder | $5,209 | $4,569+14.0% | $6,102-14.6% | $5,124+1.7% |