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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 | $129,676 | $76,407+69.7% | $150,298-13.7% | $82,448+57.3% |
| Participation rate | 62.8% | 66.4%-3.6pp | 77.8%-15.0pp | 68.1%-5.3pp |
| Annual return | 7.87% | 39.99%-32.1pp | 62.79%-54.9pp | 41.64%-33.8pp |
| Employer contribution / active EE | $818 | $2,614-68.7% | $4,154-80.3% | $2,551-67.9% |
| Participant deferral / active EE | $5,757 | $3,214+79.1% | $5,453+5.6% | $4,139+39.1% |
| Admin fee / account holder | $51,850 | $6,352+716.3% | $14,116+267.3% | $7,234+616.7% |