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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 | $92,598 | $48,053+92.7% | $84,628+9.4% | $72,975+26.9% |
| Participation rate | 59.0% | 57.6%+1.5pp | 68.2%-9.2pp | 69.5%-10.5pp |
| Annual return | 17.60% | 37.39%-19.8pp | 258.80%-241.2pp | 81.01%-63.4pp |
| Employer contribution / active EE | $3,063 | $1,602+91.2% | $2,653+15.4% | $2,440+25.5% |
| Participant deferral / active EE | $3,204 | $2,681+19.5% | $3,900-17.8% | $3,608-11.2% |
| Admin fee / account holder | $12,914 | $3,395+280.3% | $4,914+162.8% | $5,124+152.0% |