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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 | $89,825 | $61,816+45.3% | $97,260-7.6% | $80,935+11.0% |
| Participation rate | 59.6% | 63.5%-3.9pp | 72.7%-13.1pp | 67.7%-8.1pp |
| Annual return | 7.88% | -558.73%+566.6pp | 75.54%-67.7pp | 35.66%-27.8pp |
| Employer contribution / active EE | $2,128 | $1,836+15.9% | $2,721-21.8% | $2,757-22.8% |
| Participant deferral / active EE | $4,068 | $3,027+34.4% | $4,262-4.5% | $4,299-5.4% |
| Admin fee / account holder | $2,904 | $5,166-43.8% | $5,640-48.5% | $6,924-58.1% |