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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 | $141,486 | $53,063+166.6% | $124,206+13.9% | $82,637+71.2% |
| Participation rate | 69.2% | 58.4%+10.8pp | 69.6%-0.4pp | 68.1%+1.2pp |
| Annual return | 11.59% | 68.87%-57.3pp | 515.27%-503.7pp | 53.51%-41.9pp |
| Employer contribution / active EE | $1,631 | $1,530+6.6% | $3,540-53.9% | $2,552-36.1% |
| Participant deferral / active EE | $4,894 | $2,644+85.1% | $3,968+23.4% | $4,126+18.6% |
| Admin fee / account holder | $24,377 | $4,281+469.4% | $5,929+311.2% | $7,339+232.2% |