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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 | $146,107 | $102,393+42.7% | $147,041-0.6% | $80,911+80.6% |
| Participation rate | 63.5% | 75.9%-12.4pp | 82.2%-18.7pp | 67.6%-4.2pp |
| Annual return | 8.83% | 134.95%-126.1pp | 419.21%-410.4pp | 35.63%-26.8pp |
| Employer contribution / active EE | $1,301 | $3,715-65.0% | $4,935-73.6% | $2,756-52.8% |
| Participant deferral / active EE | $4,877 | $6,647-26.6% | $8,071-39.6% | $4,297+13.5% |
| Admin fee / account holder | $2,258 | $7,943-71.6% | $13,006-82.6% | $6,935-67.4% |