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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 | $97,343 | $59,123+64.6% | $77,183+26.1% | $75,181+29.5% |
| Participation rate | 68.3% | 63.9%+4.5pp | 69.6%-1.2pp | 67.2%+1.1pp |
| Annual return | 11.45% | 26.72%-15.3pp | 37.89%-26.4pp | 160.69%-149.2pp |
| Employer contribution / active EE | $3,721 | $1,996+86.5% | $2,534+46.9% | $2,671+39.3% |
| Participant deferral / active EE | $8,241 | $2,999+174.8% | $3,833+115.0% | $4,126+99.7% |
| Admin fee / account holder | $20,305 | $4,776+325.1% | $5,475+270.9% | $5,650+259.4% |