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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 | $146,568 | $95,406+53.6% | $185,849-21.1% | $85,847+70.7% |
| Participation rate | 63.4% | 68.8%-5.4pp | 81.7%-18.3pp | 69.3%-5.9pp |
| Annual return | 10.62% | 23.59%-13.0pp | 122.10%-111.5pp | 318.61%-308.0pp |
| Employer contribution / active EE | $2,103 | $3,314-36.5% | $5,169-59.3% | $2,565-18.0% |
| Participant deferral / active EE | $4,236 | $3,424+23.7% | $5,569-23.9% | $3,952+7.2% |
| Admin fee / account holder | $3,268 | $7,214-54.7% | $16,244-79.9% | $6,261-47.8% |