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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 | $148,164 | $70,418+110.4% | $96,570+53.4% | $85,847+72.6% |
| Participation rate | 62.5% | 61.8%+0.7pp | 69.8%-7.3pp | 69.3%-6.8pp |
| Annual return | 10.46% | 18.59%-8.1pp | 37.79%-27.3pp | 318.61%-308.2pp |
| Employer contribution / active EE | $2,806 | $1,413+98.5% | $2,357+19.0% | $2,565+9.4% |
| Participant deferral / active EE | $5,162 | $2,894+78.4% | $3,849+34.1% | $3,952+30.6% |
| Admin fee / account holder | $2,479 | $4,995-50.4% | $6,182-59.9% | $6,261-60.4% |