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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 | $121,229 | $94,031+28.9% | $115,768+4.7% | $82,448+47.0% |
| Participation rate | 66.7% | 70.4%-3.8pp | 74.4%-7.7pp | 68.1%-1.4pp |
| Annual return | 11.59% | 20.61%-9.0pp | 100.46%-88.9pp | 41.64%-30.0pp |
| Employer contribution / active EE | $1,300 | $2,323-44.1% | $2,940-55.8% | $2,551-49.0% |
| Participant deferral / active EE | $4,561 | $3,972+14.8% | $4,917-7.2% | $4,139+10.2% |
| Admin fee / account holder | $23,917 | $10,249+133.3% | $12,439+92.3% | $7,234+230.6% |