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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 | $123,687 | $52,279+136.6% | $89,414+38.3% | $79,852+54.9% |
| Participation rate | 48.1% | 57.5%-9.4pp | 68.0%-19.8pp | 69.6%-21.5pp |
| Annual return | 8.58% | 22.16%-13.6pp | 245.50%-236.9pp | 31.72%-23.1pp |
| Employer contribution / active EE | $2,019 | $1,572+28.5% | $2,586-21.9% | $2,471-18.3% |
| Participant deferral / active EE | $3,754 | $2,740+37.0% | $3,890-3.5% | $3,740+0.4% |
| Admin fee / account holder | $42,753 | $3,356+1173.8% | $4,883+775.5% | $5,306+705.7% |