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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 | $78,639 | $48,364+62.6% | $71,796+9.5% | $62,881+25.1% |
| Participation rate | 67.1% | 60.6%+6.5pp | 69.1%-2.0pp | 69.3%-2.2pp |
| Annual return | -2.26% | 13.16%-15.4pp | 78.04%-80.3pp | 20.14%-22.4pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,488 | $2,091+66.8% | $2,794+24.8% | $3,203+8.9% |
| Admin fee / account holder | $3,250 | $3,771-13.8% | $4,815-32.5% | $4,296-24.3% |