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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 | $178,562 | $105,198+69.7% | $159,455+12.0% | $85,856+108.0% |
| Participation rate | 59.5% | 75.8%-16.3pp | 82.8%-23.4pp | 69.3%-9.9pp |
| Annual return | 11.14% | 45.08%-33.9pp | 263.63%-252.5pp | 318.58%-307.4pp |
| Employer contribution / active EE | $2,061 | $3,319-37.9% | $4,830-57.3% | $2,565-19.7% |
| Participant deferral / active EE | $5,831 | $5,946-1.9% | $7,353-20.7% | $3,952+47.5% |
| Admin fee / account holder | $8,002 | $6,934+15.4% | $10,800-25.9% | $6,261+27.8% |