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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 | $132,516 | $85,766+54.5% | $136,298-2.8% | $70,126+89.0% |
| Participation rate | 66.7% | 74.2%-7.5pp | 81.9%-15.3pp | 69.5%-2.9pp |
| Annual return | 14.05% | 31.46%-17.4pp | 5156.27%-5142.2pp | 73.15%-59.1pp |
| Employer contribution / active EE | $1,200 | $2,966-59.5% | $4,696-74.4% | $2,343-48.8% |
| Participant deferral / active EE | $5,271 | $5,051+4.3% | $6,247-15.6% | $3,332+58.2% |
| Admin fee / account holder | $2,385 | $5,421-56.0% | $9,244-74.2% | $4,645-48.7% |