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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 | $141,435 | $98,240+44.0% | $82,312+71.8% | $147,586-4.2% |
| Participation rate | 63.6% | 79.7%-16.1pp | 76.9%-13.3pp | 82.8%-19.2pp |
| Annual return | 7.19% | 30.85%-23.7pp | 25.88%-18.7pp | 578.59%-571.4pp |
| Employer contribution / active EE | $1,570 | $3,192-50.8% | $2,428-35.4% | $4,876-67.8% |
| Participant deferral / active EE | $5,309 | $4,383+21.1% | $3,706+43.3% | $5,439-2.4% |
| Admin fee / account holder | $5,967 | $8,563-30.3% | $5,608+6.4% | $10,886-45.2% |