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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 | $143,138 | $62,592+128.7% | $85,709+67.0% | $85,847+66.7% |
| Participation rate | 60.0% | 61.1%-1.1pp | 69.9%-9.9pp | 69.3%-9.3pp |
| Annual return | 10.94% | 23.77%-12.8pp | 21.49%-10.5pp | 318.61%-307.7pp |
| Employer contribution / active EE | $2,285 | $1,755+30.1% | $2,619-12.8% | $2,565-10.9% |
| Participant deferral / active EE | $4,597 | $2,802+64.0% | $3,924+17.2% | $3,952+16.3% |
| Admin fee / account holder | $7,930 | $4,643+70.8% | $6,876+15.3% | $6,261+26.7% |