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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 | $120,338 | $63,082+90.8% | $81,716+47.3% | $79,852+50.7% |
| Participation rate | 65.4% | 67.5%-2.1pp | 72.0%-6.6pp | 69.6%-4.3pp |
| Annual return | 5.25% | 22.66%-17.4pp | 29.49%-24.2pp | 31.72%-26.5pp |
| Employer contribution / active EE | $6,556 | $1,795+265.2% | $4,310+52.1% | $2,471+165.3% |
| Participant deferral / active EE | $5,519 | $2,780+98.5% | $7,108-22.3% | $3,740+47.6% |
| Admin fee / account holder | $10,812 | $4,428+144.2% | $5,159+109.6% | $5,306+103.8% |