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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 | $154,118 | $98,776+56.0% | $149,745+2.9% | $79,856+93.0% |
| Participation rate | 68.0% | 75.8%-7.8pp | 82.5%-14.5pp | 69.6%-1.6pp |
| Annual return | 11.74% | 27.38%-15.6pp | 276.72%-265.0pp | 31.71%-20.0pp |
| Employer contribution / active EE | $1,478 | $3,217-54.1% | $4,646-68.2% | $2,471-40.2% |
| Participant deferral / active EE | $4,827 | $5,681-15.0% | $6,843-29.5% | $3,741+29.0% |
| Admin fee / account holder | $4,053 | $6,053-33.0% | $9,312-56.5% | $5,306-23.6% |