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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 | $57,073+124.8% | $85,126+50.7% | $80,925+58.5% |
| Participation rate | 57.6% | 56.4%+1.2pp | 67.5%-9.9pp | 67.7%-10.1pp |
| Annual return | 3.41% | 21.69%-18.3pp | 66.63%-63.2pp | 35.65%-32.2pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,087 | $3,113-32.9% | $4,523-53.9% | $4,299-51.4% |
| Admin fee / account holder | $11,043 | $4,988+121.4% | $6,160+79.3% | $6,940+59.1% |