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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 | $138,392 | $88,672+56.1% | $105,223+31.5% | $82,448+67.9% |
| Participation rate | 64.8% | 67.9%-3.1pp | 75.0%-10.2pp | 68.1%-3.2pp |
| Annual return | 11.17% | 30.86%-19.7pp | 180.65%-169.5pp | 41.64%-30.5pp |
| Employer contribution / active EE | $1,291 | $3,048-57.6% | $3,689-65.0% | $2,551-49.4% |
| Participant deferral / active EE | $5,606 | $4,036+38.9% | $5,072+10.5% | $4,139+35.4% |
| Admin fee / account holder | $11,699 | $7,146+63.7% | $8,859+32.1% | $7,234+61.7% |