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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 | $147,962 | $102,385+44.5% | $147,080+0.6% | $80,935+82.8% |
| Participation rate | 59.2% | 75.9%-16.7pp | 82.2%-23.0pp | 67.7%-8.5pp |
| Annual return | 9.81% | 135.09%-125.3pp | 420.17%-410.4pp | 35.66%-25.8pp |
| Employer contribution / active EE | $1,987 | $3,717-46.5% | $4,933-59.7% | $2,757-27.9% |
| Participant deferral / active EE | $4,723 | $6,651-29.0% | $8,066-41.5% | $4,299+9.8% |
| Admin fee / account holder | $5,278 | $7,951-33.6% | $12,989-59.4% | $6,924-23.8% |