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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 | $171,318 | $105,200+62.8% | $159,474+7.4% | $85,847+99.6% |
| Participation rate | 69.2% | 75.8%-6.5pp | 82.8%-13.6pp | 69.3%-0.1pp |
| Annual return | 10.18% | 45.08%-34.9pp | 263.68%-253.5pp | 318.61%-308.4pp |
| Employer contribution / active EE | $2,534 | $3,319-23.7% | $4,831-47.6% | $2,565-1.2% |
| Participant deferral / active EE | $7,207 | $5,946+21.2% | $7,353-2.0% | $3,952+82.4% |
| Admin fee / account holder | $9,258 | $6,934+33.5% | $10,802-14.3% | $6,261+47.9% |