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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 | $138,214 | $58,311+137.0% | $81,882+68.8% | $80,959+70.7% |
| Participation rate | 56.0% | 63.5%-7.5pp | 72.4%-16.4pp | 67.7%-11.7pp |
| Annual return | 6.03% | 41.85%-35.8pp | 779.47%-773.4pp | 35.67%-29.6pp |
| Employer contribution / active EE | $2,106 | $2,347-10.3% | $2,916-27.8% | $2,757-23.6% |
| Participant deferral / active EE | $5,401 | $3,287+64.3% | $4,323+24.9% | $4,300+25.6% |
| Admin fee / account holder | $4,695 | $4,752-1.2% | $7,360-36.2% | $6,925-32.2% |