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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 | $117,352 | $63,703+84.2% | $93,063+26.1% | $82,448+42.3% |
| Participation rate | 63.6% | 63.8%-0.2pp | 72.1%-8.5pp | 68.1%-4.4pp |
| Annual return | 12.23% | -775.43%+787.7pp | 34.15%-21.9pp | 41.64%-29.4pp |
| Employer contribution / active EE | $3,061 | $1,729+77.1% | $2,476+23.6% | $2,551+20.0% |
| Participant deferral / active EE | $3,699 | $2,919+26.7% | $3,958-6.6% | $4,139-10.6% |
| Admin fee / account holder | $5,553 | $5,982-7.2% | $6,033-8.0% | $7,234-23.2% |