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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 | $120,593 | $53,063+127.3% | $124,206-2.9% | $82,637+45.9% |
| Participation rate | 58.6% | 58.4%+0.2pp | 69.6%-11.0pp | 68.1%-9.4pp |
| Annual return | 12.99% | 68.87%-55.9pp | 515.27%-502.3pp | 53.51%-40.5pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,231 | $2,644+22.2% | $3,968-18.6% | $4,126-21.7% |
| Admin fee / account holder | $995 | $4,281-76.8% | $5,929-83.2% | $7,339-86.4% |