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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 | $122,269 | $81,208+50.6% | $98,920+23.6% | $79,852+53.1% |
| Participation rate | 68.8% | 72.5%-3.8pp | 76.0%-7.3pp | 69.6%-0.9pp |
| Annual return | 10.04% | 60.99%-50.9pp | 196.47%-186.4pp | 31.72%-21.7pp |
| Employer contribution / active EE | $1,176 | $1,960-40.0% | $2,689-56.3% | $2,471-52.4% |
| Participant deferral / active EE | $6,025 | $3,265+84.5% | $4,245+41.9% | $3,740+61.1% |
| Admin fee / account holder | $6,611 | $6,013+9.9% | $6,643-0.5% | $5,306+24.6% |