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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 | $147,479 | $114,119+29.2% | $107,187+37.6% | $138,895+6.2% |
| Participation rate | 60.9% | 78.1%-17.2pp | 75.0%-14.2pp | 79.9%-19.0pp |
| Annual return | 11.00% | 273.21%-262.2pp | 204.55%-193.6pp | 145.39%-134.4pp |
| Employer contribution / active EE | $3,682 | $4,059-9.3% | $3,782-2.7% | $4,194-12.2% |
| Participant deferral / active EE | $10,273 | $5,538+85.5% | $5,096+101.6% | $6,396+60.6% |
| Admin fee / account holder | $126,426 | $10,024+1161.3% | $9,162+1279.8% | $12,562+906.4% |