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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 | $48,011+170.0% | $63,803+103.1% | $82,637+56.8% |
| Participation rate | 67.5% | 66.6%+0.9pp | 72.7%-5.2pp | 68.1%-0.6pp |
| Annual return | 10.37% | 19.84%-9.5pp | 543.72%-533.3pp | 53.51%-43.1pp |
| Employer contribution / active EE | $8,791 | $1,904+361.8% | $2,532+247.2% | $2,552+244.5% |
| Participant deferral / active EE | $3,147 | $2,846+10.5% | $3,843-18.1% | $4,126-23.7% |
| Admin fee / account holder | $14,990 | $3,873+287.0% | $5,196+188.5% | $7,339+104.3% |