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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 | $121,961 | $56,431+116.1% | $130,788-6.7% | $87,485+39.4% |
| Participation rate | 68.3% | 58.9%+9.4pp | 70.1%-1.8pp | 68.9%-0.6pp |
| Annual return | 12.17% | 91.27%-79.1pp | 386.44%-374.3pp | 26.06%-13.9pp |
| Employer contribution / active EE | $2,769 | $1,549+78.7% | $3,558-22.2% | $2,596+6.7% |
| Participant deferral / active EE | $4,541 | $2,749+65.2% | $4,137+9.8% | $4,274+6.3% |
| Admin fee / account holder | $1,500 | $4,433-66.2% | $6,673-77.5% | $7,775-80.7% |