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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 | $122,632 | $41,150+198.0% | $80,627+52.1% | $71,511+71.5% |
| Participation rate | 48.7% | 50.3%-1.6pp | 67.0%-18.3pp | 67.9%-19.2pp |
| Annual return | 14.60% | 38.48%-23.9pp | 936.76%-922.2pp | 28.86%-14.3pp |
| Employer contribution / active EE | $1,317 | $1,515-13.1% | $2,723-51.6% | $2,589-49.1% |
| Participant deferral / active EE | $2,915 | $2,701+7.9% | $4,443-34.4% | $4,291-32.1% |
| Admin fee / account holder | $2,808 | $1,841+52.5% | $5,381-47.8% | $1,588+76.8% |