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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 | $108,781 | $72,071+50.9% | $68,368+59.1% | $137,256-20.7% |
| Participation rate | 42.9% | 76.2%-33.4pp | 73.8%-30.9pp | 80.0%-37.1pp |
| Annual return | 13.11% | 353.14%-340.0pp | 292.57%-279.5pp | 220.34%-207.2pp |
| Employer contribution / active EE | $2,351 | $2,788-15.7% | $2,649-11.2% | $4,156-43.4% |
| Participant deferral / active EE | $5,714 | $4,410+29.6% | $4,123+38.6% | $6,407-10.8% |
| Admin fee / account holder | $2,334 | $5,336-56.3% | $5,150-54.7% | $12,270-81.0% |