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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 | $95,468 | $61,125+56.2% | $94,057+1.5% | $87,485+9.1% |
| Participation rate | 65.2% | 64.1%+1.1pp | 73.3%-8.2pp | 68.9%-3.8pp |
| Annual return | 8.95% | 35.20%-26.2pp | 480.62%-471.7pp | 26.06%-17.1pp |
| Employer contribution / active EE | $2,353 | $2,136+10.1% | $2,933-19.8% | $2,596-9.4% |
| Participant deferral / active EE | $1,466 | $3,260-55.0% | $4,709-68.9% | $4,274-65.7% |
| Admin fee / account holder | $8,821 | $5,629+56.7% | $7,244+21.8% | $7,775+13.5% |