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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 | $117,685 | $47,105+149.8% | $68,368+72.1% | $67,986+73.1% |
| Participation rate | 64.1% | 51.8%+12.3pp | 73.8%-9.6pp | 57.2%+6.9pp |
| Annual return | 12.21% | 48.37%-36.2pp | 292.57%-280.4pp | 31.67%-19.5pp |
| Employer contribution / active EE | $817 | $1,859-56.0% | $2,649-69.1% | $2,019-59.5% |
| Participant deferral / active EE | $5,212 | $2,374+119.5% | $4,123+26.4% | $3,358+55.2% |
| Admin fee / account holder | $7,007 | $2,435+187.8% | $5,150+36.1% | $3,203+118.8% |