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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 | $152,270 | $102,422+48.7% | $147,117+3.5% | $80,959+88.1% |
| Participation rate | 67.6% | 75.9%-8.3pp | 82.2%-14.6pp | 67.7%-0.1pp |
| Annual return | 10.99% | 135.16%-124.2pp | 420.54%-409.6pp | 35.67%-24.7pp |
| Employer contribution / active EE | $1,638 | $3,717-55.9% | $4,932-66.8% | $2,757-40.6% |
| Participant deferral / active EE | $4,248 | $6,652-36.1% | $8,065-47.3% | $4,300-1.2% |
| Admin fee / account holder | $5,190 | $7,953-34.7% | $12,993-60.1% | $6,925-25.1% |