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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 | $52,353+133.0% | $120,225+1.4% | $82,448+47.9% |
| Participation rate | 68.3% | 58.3%+10.0pp | 69.6%-1.2pp | 68.1%+0.3pp |
| Annual return | 12.17% | 61.85%-49.7pp | 439.23%-427.1pp | 41.64%-29.5pp |
| Employer contribution / active EE | $2,769 | $1,510+83.4% | $3,475-20.3% | $2,551+8.5% |
| Participant deferral / active EE | $4,541 | $2,627+72.9% | $3,999+13.6% | $4,139+9.7% |
| Admin fee / account holder | $1,500 | $4,363-65.6% | $5,696-73.7% | $7,234-79.3% |