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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 | $117,769 | $85,766+37.3% | $136,298-13.6% | $70,126+67.9% |
| Participation rate | 66.7% | 74.2%-7.5pp | 81.9%-15.3pp | 69.5%-2.9pp |
| Annual return | 13.01% | 31.46%-18.4pp | 5156.27%-5143.3pp | 73.15%-60.1pp |
| Employer contribution / active EE | $1,964 | $2,966-33.8% | $4,696-58.2% | $2,343-16.1% |
| Participant deferral / active EE | $5,369 | $5,051+6.3% | $6,247-14.1% | $3,332+61.2% |
| Admin fee / account holder | $7,663 | $5,421+41.4% | $9,244-17.1% | $4,645+65.0% |