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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 | $98,686 | $65,555+50.5% | $86,216+14.5% | $75,173+31.3% |
| Participation rate | 62.9% | 60.5%+2.4pp | 69.0%-6.1pp | 67.2%-4.3pp |
| Annual return | 4.65% | 46.07%-41.4pp | 1169.42%-1164.8pp | 160.72%-156.1pp |
| Employer contribution / active EE | $978 | $1,553-37.0% | $2,382-58.9% | $2,671-63.4% |
| Participant deferral / active EE | $1,977 | $3,023-34.6% | $3,986-50.4% | $4,126-52.1% |
| Admin fee / account holder | $6,950 | $5,469+27.1% | $6,853+1.4% | $5,651+23.0% |