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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 | $81,046 | $51,638+57.0% | $68,368+18.5% | $82,448-1.7% |
| Participation rate | 62.9% | 63.6%-0.8pp | 73.8%-10.9pp | 68.1%-5.2pp |
| Annual return | 12.62% | 37.53%-24.9pp | 292.57%-280.0pp | 41.64%-29.0pp |
| Employer contribution / active EE | $2,593 | $2,047+26.7% | $2,649-2.1% | $2,551+1.6% |
| Participant deferral / active EE | $4,488 | $2,914+54.0% | $4,123+8.9% | $4,139+8.4% |
| Admin fee / account holder | $1,799 | $4,643-61.3% | $5,150-65.1% | $7,234-75.1% |