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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 | $68,569 | $49,896+37.4% | $80,627-15.0% | $75,173-8.8% |
| Participation rate | 69.8% | 55.3%+14.4pp | 67.0%+2.8pp | 67.2%+2.6pp |
| Annual return | 7.82% | 34.67%-26.9pp | 936.76%-928.9pp | 160.72%-152.9pp |
| Employer contribution / active EE | $3,662 | $1,699+115.6% | $2,723+34.5% | $2,671+37.1% |
| Participant deferral / active EE | $6,317 | $2,992+111.2% | $4,443+42.2% | $4,126+53.1% |
| Admin fee / account holder | $18,968 | $3,578+430.1% | $5,381+252.5% | $5,651+235.7% |