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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 | $120,136 | $77,574+54.9% | $108,753+10.5% | $86,983+38.1% |
| Participation rate | 69.2% | 62.3%+6.9pp | 71.1%-1.9pp | 69.5%-0.3pp |
| Annual return | 8.22% | 18.42%-10.2pp | 37.47%-29.3pp | 25.83%-17.6pp |
| Employer contribution / active EE | $5,851 | $1,611+263.3% | $2,427+141.1% | $2,584+126.4% |
| Participant deferral / active EE | $3,218 | $3,128+2.9% | $4,115-21.8% | $4,194-23.3% |
| Admin fee / account holder | $52,211 | $6,529+699.7% | $10,320+405.9% | $7,856+564.6% |