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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 | $147,880 | $63,703+132.1% | $93,063+58.9% | $82,448+79.4% |
| Participation rate | 61.3% | 63.8%-2.5pp | 72.1%-10.8pp | 68.1%-6.8pp |
| Annual return | 11.96% | -775.43%+787.4pp | 34.15%-22.2pp | 41.64%-29.7pp |
| Employer contribution / active EE | $2,126 | $1,729+23.0% | $2,476-14.1% | $2,551-16.7% |
| Participant deferral / active EE | $5,336 | $2,919+82.8% | $3,958+34.8% | $4,139+28.9% |
| Admin fee / account holder | $23,693 | $5,982+296.1% | $6,033+292.7% | $7,234+227.5% |