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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 | $82,243 | $55,902+47.1% | $76,030+8.2% | $80,959+1.6% |
| Participation rate | 62.5% | 62.1%+0.4pp | 69.1%-6.6pp | 67.7%-5.2pp |
| Annual return | 7.59% | 20.59%-13.0pp | 361.54%-353.9pp | 35.67%-28.1pp |
| Employer contribution / active EE | $3,114 | $1,867+66.8% | $2,688+15.9% | $2,757+12.9% |
| Participant deferral / active EE | $5,489 | $3,051+79.9% | $4,257+28.9% | $4,300+27.6% |
| Admin fee / account holder | $6,555 | $5,239+25.1% | $6,421+2.1% | $6,925-5.3% |