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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 | $133,518 | $162,136-17.7% | $152,301-12.3% | $154,746-13.7% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 11.19% | 91.02%-79.8pp | 80.50%-69.3pp | 172.34%-161.1pp |
| Employer contribution / active EE | $3,675 | $4,890-24.9% | $4,624-20.5% | $4,379-16.1% |
| Participant deferral / active EE | $17,664 | $8,341+111.8% | $8,004+120.7% | $6,730+162.5% |
| Admin fee / account holder | $53,486 | $15,759+239.4% | $14,398+271.5% | $14,365+272.3% |