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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 | $142,518 | $65,555+117.4% | $86,216+65.3% | $75,173+89.6% |
| Participation rate | 64.1% | 60.5%+3.6pp | 69.0%-4.9pp | 67.2%-3.1pp |
| Annual return | 11.73% | 46.07%-34.3pp | 1169.42%-1157.7pp | 160.72%-149.0pp |
| Employer contribution / active EE | $2,772 | $1,553+78.5% | $2,382+16.4% | $2,671+3.8% |
| Participant deferral / active EE | $4,816 | $3,023+59.3% | $3,986+20.8% | $4,126+16.7% |
| Admin fee / account holder | $4,652 | $5,469-14.9% | $6,853-32.1% | $5,651-17.7% |