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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 | $61,224 | $52,353+16.9% | $120,225-49.1% | $82,448-25.7% |
| Participation rate | 64.8% | 58.3%+6.5pp | 69.6%-4.8pp | 68.1%-3.3pp |
| Annual return | 7.59% | 61.85%-54.3pp | 439.23%-431.6pp | 41.64%-34.0pp |
| Employer contribution / active EE | $2,944 | $1,510+95.0% | $3,475-15.3% | $2,551+15.4% |
| Participant deferral / active EE | $5,292 | $2,627+101.5% | $3,999+32.3% | $4,139+27.8% |
| Admin fee / account holder | $3,591 | $4,363-17.7% | $5,696-37.0% | $7,234-50.4% |