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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 | $182,021 | $102,429+77.7% | $147,096+23.7% | $80,925+124.9% |
| Participation rate | 61.0% | 75.9%-14.8pp | 82.2%-21.2pp | 67.7%-6.6pp |
| Annual return | 9.30% | 135.02%-125.7pp | 419.75%-410.4pp | 35.65%-26.3pp |
| Employer contribution / active EE | $3,402 | $3,716-8.4% | $4,936-31.1% | $2,756+23.4% |
| Participant deferral / active EE | $7,389 | $6,649+11.1% | $8,071-8.4% | $4,299+71.9% |
| Admin fee / account holder | $382 | $7,957-95.2% | $13,005-97.1% | $6,940-94.5% |