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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 | $88,672+54.7% | $105,223+30.4% | $82,448+66.4% |
| Participation rate | 61.5% | 67.9%-6.4pp | 75.0%-13.5pp | 68.1%-6.5pp |
| Annual return | 10.58% | 30.86%-20.3pp | 180.65%-170.1pp | 41.64%-31.1pp |
| Employer contribution / active EE | $1,621 | $3,048-46.8% | $3,689-56.0% | $2,551-36.4% |
| Participant deferral / active EE | $5,271 | $4,036+30.6% | $5,072+3.9% | $4,139+27.3% |
| Admin fee / account holder | $632 | $7,146-91.2% | $8,859-92.9% | $7,234-91.3% |