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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 | $162,672 | $114,119+42.5% | $107,187+51.8% | $138,895+17.1% |
| Participation rate | 52.9% | 78.1%-25.1pp | 75.0%-22.1pp | 79.9%-27.0pp |
| Annual return | 9.66% | 273.21%-263.5pp | 204.55%-194.9pp | 145.39%-135.7pp |
| Employer contribution / active EE | $958 | $4,059-76.4% | $3,782-74.7% | $4,194-77.2% |
| Participant deferral / active EE | $9,578 | $5,538+73.0% | $5,096+88.0% | $6,396+49.7% |
| Admin fee / account holder | $12,321 | $10,024+22.9% | $9,162+34.5% | $12,562-1.9% |