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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 | $74,043 | $52,353+41.4% | $120,225-38.4% | $82,448-10.2% |
| Participation rate | 59.3% | 58.3%+0.9pp | 69.6%-10.3pp | 68.1%-8.8pp |
| Annual return | 12.68% | 61.85%-49.2pp | 439.23%-426.5pp | 41.64%-29.0pp |
| Employer contribution / active EE | $1,933 | $1,510+28.0% | $3,475-44.4% | $2,551-24.2% |
| Participant deferral / active EE | $5,540 | $2,627+110.9% | $3,999+38.5% | $4,139+33.8% |
| Admin fee / account holder | $4,402 | $4,363+0.9% | $5,696-22.7% | $7,234-39.1% |