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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 | $102,177 | $69,977+46.0% | $108,582-5.9% | $62,881+62.5% |
| Participation rate | 65.3% | 72.9%-7.6pp | 79.6%-14.3pp | 69.3%-4.0pp |
| Annual return | 3.98% | 10.73%-6.8pp | -51.70%+55.7pp | 20.14%-16.2pp |
| Employer contribution / active EE | $2,544 | $2,135+19.2% | $3,758-32.3% | $2,281+11.5% |
| Participant deferral / active EE | $6,259 | $3,165+97.8% | $4,311+45.2% | $3,203+95.4% |
| Admin fee / account holder | $6,677 | $5,076+31.5% | $7,645-12.7% | $4,296+55.4% |