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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 | $137,174 | $93,345+47.0% | $119,126+15.2% | $87,485+56.8% |
| Participation rate | 61.5% | 68.7%-7.2pp | 75.8%-14.2pp | 68.9%-7.4pp |
| Annual return | 10.58% | 19.08%-8.5pp | 282.11%-271.5pp | 26.06%-15.5pp |
| Employer contribution / active EE | $1,621 | $3,172-48.9% | $4,034-59.8% | $2,596-37.6% |
| Participant deferral / active EE | $5,271 | $4,099+28.6% | $5,318-0.9% | $4,274+23.3% |
| Admin fee / account holder | $632 | $8,039-92.1% | $10,693-94.1% | $7,775-91.9% |