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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 | $143,241 | $83,369+71.8% | $105,223+36.1% | $67,986+110.7% |
| Participation rate | 63.6% | 56.3%+7.3pp | 75.0%-11.4pp | 57.2%+6.4pp |
| Annual return | 12.52% | 24.64%-12.1pp | 180.65%-168.1pp | 31.67%-19.1pp |
| Employer contribution / active EE | $4,471 | $2,541+76.0% | $3,689+21.2% | $2,019+121.5% |
| Participant deferral / active EE | $5,951 | $3,295+80.6% | $5,072+17.3% | $3,358+77.2% |
| Admin fee / account holder | $17,415 | $4,073+327.6% | $8,859+96.6% | $3,203+443.7% |