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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 | $129,606 | $47,479+173.0% | $62,929+106.0% | $82,448+57.2% |
| Participation rate | 67.5% | 66.9%+0.6pp | 73.1%-5.6pp | 68.1%-0.6pp |
| Annual return | 10.37% | 20.34%-10.0pp | 1063.93%-1053.6pp | 41.64%-31.3pp |
| Employer contribution / active EE | $8,791 | $1,885+366.3% | $2,505+251.0% | $2,551+244.6% |
| Participant deferral / active EE | $3,147 | $2,870+9.6% | $3,888-19.1% | $4,139-24.0% |
| Admin fee / account holder | $14,990 | $3,804+294.1% | $5,065+196.0% | $7,234+107.2% |