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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 | $108,013 | $58,258+85.4% | $81,820+32.0% | $80,925+33.5% |
| Participation rate | 69.4% | 63.5%+5.9pp | 72.4%-3.0pp | 67.7%+1.7pp |
| Annual return | 10.33% | 41.76%-31.4pp | 777.93%-767.6pp | 35.65%-25.3pp |
| Employer contribution / active EE | $2,405 | $2,345+2.5% | $2,915-17.5% | $2,756-12.7% |
| Participant deferral / active EE | $4,772 | $3,284+45.3% | $4,323+10.4% | $4,299+11.0% |
| Admin fee / account holder | $7,704 | $4,976+54.8% | $7,391+4.2% | $6,940+11.0% |