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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 | $81,496 | $51,736+57.5% | $120,225-32.2% | $67,986+19.9% |
| Participation rate | 54.8% | 46.1%+8.8pp | 69.6%-14.7pp | 57.2%-2.4pp |
| Annual return | 12.38% | 31.98%-19.6pp | 439.23%-426.8pp | 31.67%-19.3pp |
| Employer contribution / active EE | $1,544 | $1,071+44.1% | $3,475-55.6% | $2,019-23.5% |
| Participant deferral / active EE | $2,755 | $2,206+24.9% | $3,999-31.1% | $3,358-17.9% |
| Admin fee / account holder | $6,411 | $4,159+54.2% | $5,696+12.6% | $3,203+100.2% |