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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 | $132,798 | $86,298+53.9% | $111,308+19.3% | $85,847+54.7% |
| Participation rate | 67.5% | 73.3%-5.8pp | 77.3%-9.8pp | 69.3%-1.8pp |
| Annual return | 8.51% | 19.99%-11.5pp | 54.67%-46.2pp | 318.61%-310.1pp |
| Employer contribution / active EE | $2,876 | $2,044+40.7% | $2,732+5.3% | $2,565+12.1% |
| Participant deferral / active EE | $4,852 | $3,641+33.3% | $4,487+8.1% | $3,952+22.8% |
| Admin fee / account holder | $27,659 | $8,189+237.7% | $7,965+247.3% | $6,261+341.8% |