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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 | $141,062 | $97,125+45.2% | $86,233+63.6% | $137,256+2.8% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.0%-6.5pp | 80.0%-17.5pp |
| Annual return | 10.33% | 74.19%-63.9pp | 61.39%-51.1pp | 220.34%-210.0pp |
| Employer contribution / active EE | $2,119 | $2,841-25.4% | $2,504-15.4% | $4,156-49.0% |
| Participant deferral / active EE | $8,676 | $5,180+67.5% | $4,559+90.3% | $6,407+35.4% |
| Admin fee / account holder | $303 | $9,725-96.9% | $8,342-96.4% | $12,270-97.5% |