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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 | $116,897 | $55,930+109.0% | $76,089+53.6% | $80,925+44.5% |
| Participation rate | 61.8% | 62.1%-0.3pp | 69.1%-7.3pp | 67.7%-5.9pp |
| Annual return | 9.70% | 20.58%-10.9pp | 360.94%-351.2pp | 35.65%-26.0pp |
| Employer contribution / active EE | $1,629 | $1,866-12.7% | $2,690-39.5% | $2,756-40.9% |
| Participant deferral / active EE | $2,691 | $3,051-11.8% | $4,259-36.8% | $4,299-37.4% |
| Admin fee / account holder | $9,713 | $5,241+85.3% | $6,418+51.4% | $6,940+40.0% |