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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 | $128,871 | $51,604+149.7% | $129,295-0.3% | $80,874+59.3% |
| Participation rate | 67.9% | 57.0%+10.9pp | 69.6%-1.8pp | 67.6%+0.2pp |
| Annual return | 9.94% | 20.76%-10.8pp | 9429.28%-9419.3pp | 35.62%-25.7pp |
| Employer contribution / active EE | $0 | $1,585-100.0% | $4,157-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,023 | $2,670-24.2% | $4,169-51.5% | $4,297-52.9% |
| Admin fee / account holder | $7,204 | $4,310+67.1% | $7,665-6.0% | $6,935+3.9% |