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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 | $139,575 | $65,361+113.5% | $92,903+50.2% | $72,983+91.2% |
| Participation rate | 62.5% | 68.3%-5.8pp | 76.0%-13.5pp | 69.5%-7.0pp |
| Annual return | 9.86% | 42.11%-32.2pp | 109.43%-99.6pp | 81.01%-71.2pp |
| Employer contribution / active EE | $2,300 | $2,594-11.3% | $3,653-37.0% | $2,440-5.7% |
| Participant deferral / active EE | $4,059 | $3,128+29.8% | $4,238-4.2% | $3,608+12.5% |
| Admin fee / account holder | $22,604 | $4,251+431.7% | $5,795+290.1% | $5,124+341.1% |