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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 | $51,642+149.5% | $129,384-0.4% | $80,935+59.2% |
| Participation rate | 67.9% | 56.9%+10.9pp | 69.6%-1.8pp | 67.7%+0.2pp |
| Annual return | 9.94% | 20.78%-10.8pp | 9461.77%-9451.8pp | 35.66%-25.7pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,023 | $2,670-24.2% | $4,166-51.4% | $4,299-53.0% |
| Admin fee / account holder | $7,204 | $4,312+67.1% | $7,686-6.3% | $6,924+4.0% |