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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 | $99,954 | $63,703+56.9% | $93,063+7.4% | $82,448+21.2% |
| Participation rate | 67.6% | 63.8%+3.8pp | 72.1%-4.5pp | 68.1%-0.4pp |
| Annual return | 12.29% | -775.43%+787.7pp | 34.15%-21.9pp | 41.64%-29.4pp |
| Employer contribution / active EE | $2,181 | $1,729+26.2% | $2,476-11.9% | $2,551-14.5% |
| Participant deferral / active EE | $5,743 | $2,919+96.7% | $3,958+45.1% | $4,139+38.7% |
| Admin fee / account holder | $5,667 | $5,982-5.3% | $6,033-6.1% | $7,234-21.7% |