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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 | $119,642 | $80,812+48.1% | $160,784-25.6% | $82,448+45.1% |
| Participation rate | 67.3% | 66.2%+1.1pp | 77.0%-9.6pp | 68.1%-0.8pp |
| Annual return | 11.75% | 100.59%-88.8pp | 1803.92%-1792.2pp | 41.64%-29.9pp |
| Employer contribution / active EE | $896 | $2,174-58.8% | $3,733-76.0% | $2,551-64.9% |
| Participant deferral / active EE | $3,671 | $4,335-15.3% | $6,293-41.7% | $4,139-11.3% |
| Admin fee / account holder | $7,393 | $7,695-3.9% | $9,717-23.9% | $7,234+2.2% |