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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 | $120,375 | $65,555+83.6% | $86,216+39.6% | $75,173+60.1% |
| Participation rate | 67.5% | 60.5%+7.0pp | 69.0%-1.5pp | 67.2%+0.3pp |
| Annual return | 6.10% | 46.07%-40.0pp | 1169.42%-1163.3pp | 160.72%-154.6pp |
| Employer contribution / active EE | $13,476 | $1,553+767.6% | $2,382+465.9% | $2,671+404.6% |
| Participant deferral / active EE | $3,811 | $3,023+26.0% | $3,986-4.4% | $4,126-7.7% |
| Admin fee / account holder | $916 | $5,469-83.3% | $6,853-86.6% | $5,651-83.8% |