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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 | $128,599 | $58,311+120.5% | $81,882+57.1% | $80,959+58.8% |
| Participation rate | 69.6% | 63.5%+6.1pp | 72.4%-2.8pp | 67.7%+1.9pp |
| Annual return | 9.40% | 41.85%-32.4pp | 779.47%-770.1pp | 35.67%-26.3pp |
| Employer contribution / active EE | $2,599 | $2,347+10.8% | $2,916-10.9% | $2,757-5.7% |
| Participant deferral / active EE | $3,146 | $3,287-4.3% | $4,323-27.2% | $4,300-26.9% |
| Admin fee / account holder | $949 | $4,752-80.0% | $7,360-87.1% | $6,925-86.3% |