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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 | $128,280 | $57,140+124.5% | $85,240+50.5% | $80,959+58.5% |
| Participation rate | 57.6% | 56.4%+1.2pp | 67.5%-10.0pp | 67.7%-10.1pp |
| Annual return | 3.41% | 21.71%-18.3pp | 66.75%-63.3pp | 35.67%-32.3pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,087 | $3,115-33.0% | $4,527-53.9% | $4,300-51.5% |
| Admin fee / account holder | $11,043 | $4,992+121.2% | $6,165+79.1% | $6,925+59.5% |