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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 | $74,535+61.2% | $100,712+19.3% | $82,637+45.4% |
| Participation rate | 69.2% | 61.2%+8.1pp | 69.3%0pp | 68.1%+1.2pp |
| Annual return | 8.22% | 18.92%-10.7pp | 33.27%-25.1pp | 53.51%-45.3pp |
| Employer contribution / active EE | $5,851 | $1,503+289.4% | $2,313+153.0% | $2,552+129.2% |
| Participant deferral / active EE | $3,218 | $3,074+4.7% | $4,085-21.2% | $4,126-22.0% |
| Admin fee / account holder | $52,211 | $6,576+694.0% | $9,256+464.1% | $7,339+611.4% |