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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 | $154,839 | $102,422+51.2% | $147,117+5.2% | $80,959+91.3% |
| Participation rate | 67.3% | 75.9%-8.5pp | 82.2%-14.8pp | 67.7%-0.3pp |
| Annual return | 11.67% | 135.16%-123.5pp | 420.54%-408.9pp | 35.67%-24.0pp |
| Employer contribution / active EE | $2,867 | $3,717-22.9% | $4,932-41.9% | $2,757+4.0% |
| Participant deferral / active EE | $6,620 | $6,652-0.5% | $8,065-17.9% | $4,300+53.9% |
| Admin fee / account holder | $31,822 | $7,953+300.1% | $12,993+144.9% | $6,925+359.5% |