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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 | $140,295 | $88,672+58.2% | $105,223+33.3% | $82,448+70.2% |
| Participation rate | 65.6% | 67.9%-2.3pp | 75.0%-9.4pp | 68.1%-2.4pp |
| Annual return | 9.82% | 30.86%-21.0pp | 180.65%-170.8pp | 41.64%-31.8pp |
| Employer contribution / active EE | $1,656 | $3,048-45.7% | $3,689-55.1% | $2,551-35.1% |
| Participant deferral / active EE | $4,602 | $4,036+14.0% | $5,072-9.3% | $4,139+11.2% |
| Admin fee / account holder | $4,271 | $7,146-40.2% | $8,859-51.8% | $7,234-41.0% |