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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 | $111,212 | $65,084+70.9% | $67,681+64.3% | $64,340+72.9% |
| Participation rate | 53.0% | 66.7%-13.7pp | 73.7%-20.7pp | 55.2%-2.2pp |
| Annual return | 9.64% | 20.50%-10.9pp | 590.58%-580.9pp | 24.14%-14.5pp |
| Employer contribution / active EE | $1,464 | $2,398-39.0% | $2,678-45.3% | $1,862-21.4% |
| Participant deferral / active EE | $4,155 | $3,210+29.4% | $3,976+4.5% | $2,980+39.4% |
| Admin fee / account holder | $11,157 | $1,415+688.5% | $6,100+82.9% | $3,703+201.3% |