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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 | $119,528 | $85,766+39.4% | $136,298-12.3% | $70,126+70.4% |
| Participation rate | 67.6% | 74.2%-6.5pp | 81.9%-14.3pp | 69.5%-1.9pp |
| Annual return | 11.20% | 31.46%-20.3pp | 5156.27%-5145.1pp | 73.15%-61.9pp |
| Employer contribution / active EE | $2,796 | $2,966-5.7% | $4,696-40.5% | $2,343+19.4% |
| Participant deferral / active EE | $5,082 | $5,051+0.6% | $6,247-18.7% | $3,332+52.5% |
| Admin fee / account holder | $1,450 | $5,421-73.3% | $9,244-84.3% | $4,645-68.8% |