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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 | $88,672+48.7% | $105,223+25.3% | $82,448+60.0% |
| Participation rate | 57.8% | 67.9%-10.1pp | 75.0%-17.2pp | 68.1%-10.2pp |
| Annual return | 11.35% | 30.86%-19.5pp | 180.65%-169.3pp | 41.64%-30.3pp |
| Employer contribution / active EE | $1,798 | $3,048-41.0% | $3,689-51.3% | $2,551-29.5% |
| Participant deferral / active EE | $4,317 | $4,036+7.0% | $5,072-14.9% | $4,139+4.3% |
| Admin fee / account holder | $2,733 | $7,146-61.8% | $8,859-69.1% | $7,234-62.2% |