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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 | $127,152 | $78,707+61.6% | $117,861+7.9% | $70,126+81.3% |
| Participation rate | 56.7% | 73.2%-16.5pp | 79.7%-23.0pp | 69.5%-12.9pp |
| Annual return | 11.90% | 23.30%-11.4pp | 335.11%-323.2pp | 73.15%-61.2pp |
| Employer contribution / active EE | $1,665 | $2,223-25.1% | $3,786-56.0% | $2,343-28.9% |
| Participant deferral / active EE | $2,311 | $3,297-29.9% | $4,482-48.4% | $3,332-30.6% |
| Admin fee / account holder | $8,977 | $5,066+77.2% | $8,021+11.9% | $4,645+93.2% |