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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 | $98,534 | $51,638+90.8% | $68,368+44.1% | $82,448+19.5% |
| Participation rate | 65.4% | 63.6%+1.8pp | 73.8%-8.4pp | 68.1%-2.7pp |
| Annual return | 8.90% | 37.53%-28.6pp | 292.57%-283.7pp | 41.64%-32.7pp |
| Employer contribution / active EE | $1,729 | $2,047-15.5% | $2,649-34.7% | $2,551-32.2% |
| Participant deferral / active EE | $5,964 | $2,914+104.7% | $4,123+44.7% | $4,139+44.1% |
| Admin fee / account holder | $4,117 | $4,643-11.3% | $5,150-20.0% | $7,234-43.1% |