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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 | $130,451 | $63,703+104.8% | $93,063+40.2% | $82,448+58.2% |
| Participation rate | 67.9% | 63.8%+4.1pp | 72.1%-4.2pp | 68.1%-0.1pp |
| Annual return | 11.71% | -775.43%+787.1pp | 34.15%-22.4pp | 41.64%-29.9pp |
| Employer contribution / active EE | $3,046 | $1,729+76.2% | $2,476+23.0% | $2,551+19.4% |
| Participant deferral / active EE | $4,397 | $2,919+50.6% | $3,958+11.1% | $4,139+6.2% |
| Admin fee / account holder | $6,032 | $5,982+0.8% | $6,0330% | $7,234-16.6% |