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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 | $99,810 | $22,602+341.6% | $65,566+52.2% | $75,173+32.8% |
| Participation rate | 63.5% | 63.1%+0.4pp | 64.9%-1.4pp | 67.2%-3.7pp |
| Annual return | 14.83% | 71.13%-56.3pp | 47.40%-32.6pp | 160.72%-145.9pp |
| Employer contribution / active EE | $3,552 | $941+277.5% | $1,692+109.9% | $2,671+33.0% |
| Participant deferral / active EE | $4,454 | $1,695+162.8% | $2,832+57.3% | $4,126+8.0% |
| Admin fee / account holder | $771 | $1,877-59.0% | $4,114-81.3% | $5,651-86.4% |