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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 | $73,107+78.4% | $114,563+13.9% | $87,485+49.1% |
| Participation rate | 67.9% | 65.8%+2.2pp | 72.9%-5.0pp | 68.9%-1.0pp |
| Annual return | 11.71% | 19.47%-7.8pp | 241.09%-229.4pp | 26.06%-14.4pp |
| Employer contribution / active EE | $3,046 | $1,881+61.9% | $2,592+17.5% | $2,596+17.3% |
| Participant deferral / active EE | $4,397 | $3,144+39.9% | $4,142+6.2% | $4,274+2.9% |
| Admin fee / account holder | $6,032 | $5,770+4.5% | $7,623-20.9% | $7,775-22.4% |