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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 | $68,312 | $49,896+36.9% | $80,627-15.3% | $75,173-9.1% |
| Participation rate | 50.0% | 55.3%-5.3pp | 67.0%-17.0pp | 67.2%-17.2pp |
| Annual return | 12.39% | 34.67%-22.3pp | 936.76%-924.4pp | 160.72%-148.3pp |
| Employer contribution / active EE | $2,888 | $1,699+70.0% | $2,723+6.1% | $2,671+8.1% |
| Participant deferral / active EE | $3,752 | $2,992+25.4% | $4,443-15.6% | $4,126-9.1% |
| Admin fee / account holder | $5,474 | $3,578+53.0% | $5,381+1.7% | $5,651-3.1% |