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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 | $140,481 | $91,167+54.1% | $178,498-21.3% | $79,858+75.9% |
| Participation rate | 63.3% | 69.2%-5.9pp | 81.9%-18.6pp | 69.6%-6.3pp |
| Annual return | 8.64% | 24.19%-15.6pp | 151.09%-142.5pp | 31.72%-23.1pp |
| Employer contribution / active EE | $1,912 | $3,255-41.3% | $5,011-61.9% | $2,471-22.6% |
| Participant deferral / active EE | $3,565 | $3,236+10.2% | $5,202-31.5% | $3,740-4.7% |
| Admin fee / account holder | $799 | $6,747-88.2% | $13,985-94.3% | $5,306-84.9% |