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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 | $93,144 | $51,638+80.4% | $68,368+36.2% | $82,448+13.0% |
| Participation rate | 61.1% | 63.6%-2.5pp | 73.8%-12.6pp | 68.1%-7.0pp |
| Annual return | 12.63% | 37.53%-24.9pp | 292.57%-279.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $2,435 | $2,047+19.0% | $2,649-8.1% | $2,551-4.5% |
| Participant deferral / active EE | $3,615 | $2,914+24.1% | $4,123-12.3% | $4,139-12.7% |
| Admin fee / account holder | $2,531 | $4,643-45.5% | $5,150-50.8% | $7,234-65.0% |