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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 | $119,527 | $51,638+131.5% | $68,368+74.8% | $82,448+45.0% |
| Participation rate | 61.3% | 63.6%-2.4pp | 73.8%-12.5pp | 68.1%-6.8pp |
| Annual return | 9.93% | 37.53%-27.6pp | 292.57%-282.6pp | 41.64%-31.7pp |
| Employer contribution / active EE | $1,727 | $2,047-15.6% | $2,649-34.8% | $2,551-32.3% |
| Participant deferral / active EE | $4,053 | $2,914+39.1% | $4,123-1.7% | $4,139-2.1% |
| Admin fee / account holder | $37,570 | $4,643+709.1% | $5,150+629.5% | $7,234+419.3% |