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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 | $122,116 | $66,402+83.9% | $109,907+11.1% | $85,847+42.2% |
| Participation rate | 59.6% | 63.9%-4.2pp | 74.2%-14.6pp | 69.3%-9.7pp |
| Annual return | 10.72% | 19.59%-8.9pp | 29.46%-18.7pp | 318.61%-307.9pp |
| Employer contribution / active EE | $1,146 | $1,687-32.1% | $2,844-59.7% | $2,565-55.3% |
| Participant deferral / active EE | $2,795 | $2,842-1.7% | $4,047-30.9% | $3,952-29.3% |
| Admin fee / account holder | $13,504 | $4,557+196.3% | $6,069+122.5% | $6,261+115.7% |