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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 | $107,158 | $65,555+63.5% | $86,216+24.3% | $75,173+42.5% |
| Participation rate | 53.1% | 60.5%-7.4pp | 69.0%-15.8pp | 67.2%-14.1pp |
| Annual return | 12.54% | 46.07%-33.5pp | 1169.42%-1156.9pp | 160.72%-148.2pp |
| Employer contribution / active EE | $1,178 | $1,553-24.2% | $2,382-50.5% | $2,671-55.9% |
| Participant deferral / active EE | $3,649 | $3,023+20.7% | $3,986-8.5% | $4,126-11.6% |
| Admin fee / account holder | $1,447 | $5,469-73.5% | $6,853-78.9% | $5,651-74.4% |