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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 | $126,739 | $22,602+460.8% | $65,583+93.2% | $75,177+68.6% |
| Participation rate | 66.7% | 63.1%+3.6pp | 65.0%+1.7pp | 67.2%-0.5pp |
| Annual return | 15.76% | 71.13%-55.4pp | 47.46%-31.7pp | 160.75%-145.0pp |
| Employer contribution / active EE | $1,727 | $941+83.5% | $1,692+2.0% | $2,671-35.3% |
| Participant deferral / active EE | $4,434 | $1,695+161.6% | $2,833+56.5% | $4,126+7.5% |
| Admin fee / account holder | $10,887 | $1,877+479.9% | $4,112+164.8% | $5,651+92.6% |