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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 | $142,047 | $98,776+43.8% | $149,745-5.1% | $79,856+77.9% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.5%-15.8pp | 69.6%-3.0pp |
| Annual return | 10.57% | 27.38%-16.8pp | 276.72%-266.1pp | 31.71%-21.1pp |
| Employer contribution / active EE | $3,017 | $3,217-6.2% | $4,646-35.1% | $2,471+22.1% |
| Participant deferral / active EE | $5,911 | $5,681+4.0% | $6,843-13.6% | $3,741+58.0% |
| Admin fee / account holder | $19,412 | $6,053+220.7% | $9,312+108.5% | $5,306+265.8% |