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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 | $180,226 | $102,422+76.0% | $147,117+22.5% | $80,959+122.6% |
| Participation rate | 69.8% | 75.9%-6.0pp | 82.2%-12.3pp | 67.7%+2.2pp |
| Annual return | 11.55% | 135.16%-123.6pp | 420.54%-409.0pp | 35.67%-24.1pp |
| Employer contribution / active EE | $1,224 | $3,717-67.1% | $4,932-75.2% | $2,757-55.6% |
| Participant deferral / active EE | $9,386 | $6,652+41.1% | $8,065+16.4% | $4,300+118.3% |
| Admin fee / account holder | $9,580 | $7,953+20.5% | $12,993-26.3% | $6,925+38.3% |