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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 | $129,898 | $83,843+54.9% | $123,973+4.8% | $65,306+98.9% |
| Participation rate | 65.9% | 56.0%+9.9pp | 76.7%-10.8pp | 57.7%+8.2pp |
| Annual return | 4.82% | 19.87%-15.1pp | 388.13%-383.3pp | 21.94%-17.1pp |
| Employer contribution / active EE | $1,462 | $2,873-49.1% | $4,126-64.6% | $1,967-25.7% |
| Participant deferral / active EE | $3,518 | $2,997+17.4% | $5,247-32.9% | $2,959+18.9% |
| Admin fee / account holder | $7,857 | $4,735+65.9% | $11,799-33.4% | $3,480+125.8% |