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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 | $130,901 | $99,994+30.9% | $146,643-10.7% | $85,847+52.5% |
| Participation rate | 62.1% | 73.1%-11.0pp | 80.1%-18.0pp | 69.3%-7.3pp |
| Annual return | 10.48% | 18.93%-8.5pp | 22.75%-12.3pp | 318.61%-308.1pp |
| Employer contribution / active EE | $1,884 | $2,559-26.4% | $4,137-54.5% | $2,565-26.5% |
| Participant deferral / active EE | $3,194 | $4,006-20.3% | $5,506-42.0% | $3,952-19.2% |
| Admin fee / account holder | $12,892 | $7,703+67.4% | $10,280+25.4% | $6,261+105.9% |