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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 | $126,949 | $96,731+31.2% | $123,973+2.4% | $86,983+45.9% |
| Participation rate | 61.4% | 70.0%-8.6pp | 76.7%-15.2pp | 69.5%-8.1pp |
| Annual return | 7.70% | 17.33%-9.6pp | 388.13%-380.4pp | 25.83%-18.1pp |
| Employer contribution / active EE | $3,285 | $3,297-0.4% | $4,126-20.4% | $2,584+27.1% |
| Participant deferral / active EE | $4,860 | $4,152+17.1% | $5,247-7.4% | $4,194+15.9% |
| Admin fee / account holder | $4,604 | $8,722-47.2% | $11,799-61.0% | $7,856-41.4% |