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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 | $63,354+57.8% | $94,105+6.2% | $82,637+21.0% |
| Participation rate | 67.6% | 63.8%+3.8pp | 71.9%-4.3pp | 68.1%-0.4pp |
| Annual return | 12.29% | 34.36%-22.1pp | 204.55%-192.3pp | 53.51%-41.2pp |
| Employer contribution / active EE | $2,181 | $1,760+23.9% | $2,504-12.9% | $2,552-14.6% |
| Participant deferral / active EE | $5,743 | $2,873+99.9% | $3,881+48.0% | $4,126+39.2% |
| Admin fee / account holder | $5,667 | $5,073+11.7% | $6,199-8.6% | $7,339-22.8% |