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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 | $168,688 | $52,353+222.2% | $120,225+40.3% | $82,448+104.6% |
| Participation rate | 69.1% | 58.3%+10.8pp | 69.6%-0.5pp | 68.1%+1.0pp |
| Annual return | 12.90% | 61.85%-48.9pp | 439.23%-426.3pp | 41.64%-28.7pp |
| Employer contribution / active EE | $2,346 | $1,510+55.4% | $3,475-32.5% | $2,551-8.0% |
| Participant deferral / active EE | $5,199 | $2,627+97.9% | $3,999+30.0% | $4,139+25.6% |
| Admin fee / account holder | $6,973 | $4,363+59.8% | $5,696+22.4% | $7,234-3.6% |