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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 | $61,125+61.2% | $94,057+4.8% | $87,485+12.6% |
| Participation rate | 65.4% | 64.1%+1.3pp | 73.3%-8.0pp | 68.9%-3.5pp |
| Annual return | 8.90% | 35.20%-26.3pp | 480.62%-471.7pp | 26.06%-17.2pp |
| Employer contribution / active EE | $1,729 | $2,136-19.1% | $2,933-41.1% | $2,596-33.4% |
| Participant deferral / active EE | $5,964 | $3,260+82.9% | $4,709+26.6% | $4,274+39.6% |
| Admin fee / account holder | $4,117 | $5,629-26.9% | $7,244-43.2% | $7,775-47.0% |