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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 | $126,007 | $70,418+78.9% | $96,570+30.5% | $85,847+46.8% |
| Participation rate | 66.7% | 61.8%+4.9pp | 69.8%-3.2pp | 69.3%-2.7pp |
| Annual return | 6.68% | 18.59%-11.9pp | 37.79%-31.1pp | 318.61%-311.9pp |
| Employer contribution / active EE | $1,683 | $1,413+19.1% | $2,357-28.6% | $2,565-34.4% |
| Participant deferral / active EE | $4,895 | $2,894+69.1% | $3,849+27.2% | $3,952+23.9% |
| Admin fee / account holder | $3,967 | $4,995-20.6% | $6,182-35.8% | $6,261-36.6% |