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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 | $89,259+57.2% | $107,187+30.9% | $82,637+69.8% |
| Participation rate | 65.6% | 67.9%-2.3pp | 75.0%-9.4pp | 68.1%-2.4pp |
| Annual return | 9.82% | 21.02%-11.2pp | 204.55%-194.7pp | 53.51%-43.7pp |
| Employer contribution / active EE | $1,656 | $3,080-46.2% | $3,782-56.2% | $2,552-35.1% |
| Participant deferral / active EE | $4,602 | $4,037+14.0% | $5,096-9.7% | $4,126+11.5% |
| Admin fee / account holder | $4,271 | $7,381-42.1% | $9,162-53.4% | $7,339-41.8% |