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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 | $78,162 | $63,346+23.4% | $92,240-15.3% | $70,126+11.5% |
| Participation rate | 69.2% | 68.7%+0.6pp | 76.5%-7.3pp | 69.5%-0.3pp |
| Annual return | 12.25% | 530.19%-517.9pp | 176.29%-164.0pp | 73.15%-60.9pp |
| Employer contribution / active EE | $1,698 | $2,471-31.3% | $3,680-53.9% | $2,343-27.5% |
| Participant deferral / active EE | $3,558 | $2,854+24.7% | $3,897-8.7% | $3,332+6.8% |
| Admin fee / account holder | $4,359 | $3,841+13.5% | $5,194-16.1% | $4,645-6.2% |