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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 | $119,015 | $86,294+37.9% | $111,303+6.9% | $85,856+38.6% |
| Participation rate | 67.7% | 73.3%-5.6pp | 77.3%-9.6pp | 69.3%-1.6pp |
| Annual return | 6.90% | 19.99%-13.1pp | 54.66%-47.8pp | 318.58%-311.7pp |
| Employer contribution / active EE | $4,046 | $2,043+98.0% | $2,731+48.1% | $2,565+57.7% |
| Participant deferral / active EE | $7,124 | $3,641+95.7% | $4,487+58.8% | $3,952+80.2% |
| Admin fee / account holder | $4,883 | $8,189-40.4% | $7,966-38.7% | $6,261-22.0% |