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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 | $137,263 | $66,673+105.9% | $203,872-32.7% | $65,306+110.2% |
| Participation rate | 59.4% | 53.8%+5.6pp | 77.8%-18.4pp | 57.7%+1.7pp |
| Annual return | 12.37% | 15.81%-3.4pp | 85.11%-72.7pp | 21.94%-9.6pp |
| Employer contribution / active EE | $878 | $1,702-48.4% | $3,757-76.6% | $1,967-55.4% |
| Participant deferral / active EE | $3,512 | $2,944+19.3% | $6,388-45.0% | $2,959+18.7% |
| Admin fee / account holder | $19,963 | $5,686+251.1% | $11,730+70.2% | $3,480+473.7% |