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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 | $73,107+102.3% | $114,563+29.1% | $87,485+69.0% |
| Participation rate | 61.3% | 65.8%-4.5pp | 72.9%-11.6pp | 68.9%-7.6pp |
| Annual return | 11.96% | 19.47%-7.5pp | 241.09%-229.1pp | 26.06%-14.1pp |
| Employer contribution / active EE | $2,126 | $1,881+13.0% | $2,592-18.0% | $2,596-18.1% |
| Participant deferral / active EE | $5,336 | $3,144+69.7% | $4,142+28.8% | $4,274+24.9% |
| Admin fee / account holder | $23,693 | $5,770+310.6% | $7,623+210.8% | $7,775+204.7% |