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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 | $79,321 | $48,364+64.0% | $71,796+10.5% | $62,881+26.1% |
| Participation rate | 64.3% | 60.6%+3.7pp | 69.1%-4.8pp | 69.3%-5.0pp |
| Annual return | -5.09% | 13.16%-18.3pp | 78.04%-83.1pp | 20.14%-25.2pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,523 | $2,091+68.5% | $2,794+26.1% | $3,203+10.0% |
| Admin fee / account holder | $5,450 | $3,771+44.5% | $4,815+13.2% | $4,296+26.9% |