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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 | $74,401 | $51,638+44.1% | $68,368+8.8% | $82,448-9.8% |
| Participation rate | 66.7% | 63.6%+3.1pp | 73.8%-7.1pp | 68.1%-1.4pp |
| Annual return | 13.19% | 37.53%-24.3pp | 292.57%-279.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $4,551 | $2,047+122.4% | $2,649+71.8% | $2,551+78.4% |
| Participant deferral / active EE | $3,942 | $2,914+35.3% | $4,123-4.4% | $4,139-4.8% |
| Admin fee / account holder | $6,390 | $4,643+37.6% | $5,150+24.1% | $7,234-11.7% |