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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 | $140,920 | $58,258+141.9% | $81,820+72.2% | $80,925+74.1% |
| Participation rate | 69.0% | 63.5%+5.5pp | 72.4%-3.4pp | 67.7%+1.3pp |
| Annual return | 9.26% | 41.76%-32.5pp | 777.93%-768.7pp | 35.65%-26.4pp |
| Employer contribution / active EE | $1,838 | $2,345-21.6% | $2,915-36.9% | $2,756-33.3% |
| Participant deferral / active EE | $6,162 | $3,284+87.6% | $4,323+42.5% | $4,299+43.3% |
| Admin fee / account holder | $4,278 | $4,976-14.0% | $7,391-42.1% | $6,940-38.4% |