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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 | $132,183 | $88,672+49.1% | $105,223+25.6% | $82,448+60.3% |
| Participation rate | 69.7% | 67.9%+1.8pp | 75.0%-5.3pp | 68.1%+1.6pp |
| Annual return | 11.38% | 30.86%-19.5pp | 180.65%-169.3pp | 41.64%-30.3pp |
| Employer contribution / active EE | $3,407 | $3,048+11.8% | $3,689-7.6% | $2,551+33.5% |
| Participant deferral / active EE | $6,728 | $4,036+66.7% | $5,072+32.7% | $4,139+62.5% |
| Admin fee / account holder | $55,714 | $7,146+679.7% | $8,859+528.9% | $7,234+670.1% |