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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 | $77,876 | $70,684+10.2% | $169,390-54.0% | $75,173+3.6% |
| Participation rate | 69.4% | 64.8%+4.6pp | 77.2%-7.8pp | 67.2%+2.2pp |
| Annual return | 13.75% | 36.38%-22.6pp | 406.07%-392.3pp | 160.72%-147.0pp |
| Employer contribution / active EE | $1,776 | $2,211-19.7% | $4,013-55.7% | $2,671-33.5% |
| Participant deferral / active EE | $4,025 | $4,310-6.6% | $6,222-35.3% | $4,126-2.5% |
| Admin fee / account holder | $1,518 | $5,404-71.9% | $9,015-83.2% | $5,651-73.1% |