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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 | $76,134 | $49,164+54.9% | $121,169-37.2% | $75,181+1.3% |
| Participation rate | 56.8% | 55.4%+1.4pp | 69.5%-12.7pp | 67.2%-10.4pp |
| Annual return | 13.45% | 56.03%-42.6pp | 986.71%-973.3pp | 160.69%-147.2pp |
| Employer contribution / active EE | $1,704 | $1,546+10.2% | $4,168-59.1% | $2,671-36.2% |
| Participant deferral / active EE | $3,490 | $2,628+32.8% | $4,083-14.5% | $4,126-15.4% |
| Admin fee / account holder | $8,782 | $3,942+122.8% | $5,645+55.6% | $5,650+55.4% |