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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 | $50,554+156.4% | $67,681+91.5% | $87,485+48.1% |
| Participation rate | 67.5% | 67.7%-0.2pp | 73.7%-6.3pp | 68.9%-1.5pp |
| Annual return | 10.37% | 17.81%-7.4pp | 590.58%-580.2pp | 26.06%-15.7pp |
| Employer contribution / active EE | $8,791 | $1,988+342.1% | $2,678+228.2% | $2,596+238.6% |
| Participant deferral / active EE | $3,147 | $2,961+6.3% | $3,976-20.9% | $4,274-26.4% |
| Admin fee / account holder | $14,990 | $4,132+262.7% | $6,100+145.8% | $7,775+92.8% |