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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 | $142,893 | $114,119+25.2% | $107,187+33.3% | $138,895+2.9% |
| Participation rate | 63.6% | 78.1%-14.4pp | 75.0%-11.4pp | 79.9%-16.3pp |
| Annual return | 10.69% | 273.21%-262.5pp | 204.55%-193.9pp | 145.39%-134.7pp |
| Employer contribution / active EE | $1,963 | $4,059-51.6% | $3,782-48.1% | $4,194-53.2% |
| Participant deferral / active EE | $3,445 | $5,538-37.8% | $5,096-32.4% | $6,396-46.1% |
| Admin fee / account holder | $2,484 | $10,024-75.2% | $9,162-72.9% | $12,562-80.2% |