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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 | $98,962 | $65,555+51.0% | $86,216+14.8% | $75,173+31.6% |
| Participation rate | 61.5% | 60.5%+1.1pp | 69.0%-7.4pp | 67.2%-5.7pp |
| Annual return | 12.15% | 46.07%-33.9pp | 1169.42%-1157.3pp | 160.72%-148.6pp |
| Employer contribution / active EE | $1,375 | $1,553-11.5% | $2,382-42.3% | $2,671-48.5% |
| Participant deferral / active EE | $2,565 | $3,023-15.2% | $3,986-35.6% | $4,126-37.8% |
| Admin fee / account holder | $2,611 | $5,469-52.3% | $6,853-61.9% | $5,651-53.8% |