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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 | $105,871 | $57,312+84.7% | $86,617+22.2% | $75,181+40.8% |
| Participation rate | 63.3% | 63.2%+0.1pp | 71.7%-8.4pp | 67.2%-3.9pp |
| Annual return | 11.78% | 2672.78%-2661.0pp | 591.91%-580.1pp | 160.69%-148.9pp |
| Employer contribution / active EE | $3,635 | $2,315+57.0% | $3,023+20.2% | $2,671+36.1% |
| Participant deferral / active EE | $9,185 | $3,319+176.7% | $4,437+107.0% | $4,126+122.6% |
| Admin fee / account holder | $46,063 | $4,114+1019.6% | $5,613+720.7% | $5,650+715.3% |