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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 | $117,358 | $65,395+79.5% | $182,531-35.7% | $72,983+60.8% |
| Participation rate | 65.1% | 65.4%-0.3pp | 78.0%-12.9pp | 69.5%-4.4pp |
| Annual return | 17.47% | 27.68%-10.2pp | 148.57%-131.1pp | 81.01%-63.5pp |
| Employer contribution / active EE | $6,852 | $1,911+258.5% | $4,075+68.1% | $2,440+180.8% |
| Participant deferral / active EE | $5,622 | $3,563+57.8% | $5,525+1.8% | $3,608+55.9% |
| Admin fee / account holder | $28,829 | $4,245+579.2% | $8,593+235.5% | $5,124+462.6% |