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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 | $131,898 | $93,345+41.3% | $119,126+10.7% | $87,485+50.8% |
| Participation rate | 57.8% | 68.7%-10.9pp | 75.8%-17.9pp | 68.9%-11.1pp |
| Annual return | 11.35% | 19.08%-7.7pp | 282.11%-270.8pp | 26.06%-14.7pp |
| Employer contribution / active EE | $1,798 | $3,172-43.3% | $4,034-55.4% | $2,596-30.7% |
| Participant deferral / active EE | $4,317 | $4,099+5.3% | $5,318-18.8% | $4,274+1.0% |
| Admin fee / account holder | $2,733 | $8,039-66.0% | $10,693-74.4% | $7,775-64.8% |