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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 | $132,893 | $81,208+63.6% | $98,920+34.3% | $79,856+66.4% |
| Participation rate | 55.2% | 72.5%-17.3pp | 76.0%-20.9pp | 69.6%-14.5pp |
| Annual return | 5.29% | 60.99%-55.7pp | 196.47%-191.2pp | 31.71%-26.4pp |
| Employer contribution / active EE | $1,352 | $1,960-31.0% | $2,689-49.7% | $2,471-45.3% |
| Participant deferral / active EE | $3,715 | $3,265+13.8% | $4,245-12.5% | $3,741-0.7% |
| Admin fee / account holder | $2,096 | $6,013-65.1% | $6,643-68.4% | $5,306-60.5% |