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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 | $133,552 | $60,442+121.0% | $96,754+38.0% | $87,485+52.7% |
| Participation rate | 67.7% | 58.7%+9.0pp | 70.3%-2.5pp | 68.9%-1.2pp |
| Annual return | 12.45% | 21.97%-9.5pp | 82.04%-69.6pp | 26.06%-13.6pp |
| Employer contribution / active EE | $1,599 | $1,691-5.4% | $2,679-40.3% | $2,596-38.4% |
| Participant deferral / active EE | $3,712 | $3,280+13.2% | $4,758-22.0% | $4,274-13.1% |
| Admin fee / account holder | $27,636 | $5,069+445.2% | $8,905+210.4% | $7,775+255.5% |