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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 | $132,088 | $66,402+98.9% | $109,907+20.2% | $85,847+53.9% |
| Participation rate | 55.2% | 63.9%-8.7pp | 74.2%-19.1pp | 69.3%-14.1pp |
| Annual return | 7.05% | 19.59%-12.5pp | 29.46%-22.4pp | 318.61%-311.6pp |
| Employer contribution / active EE | $4,238 | $1,687+151.2% | $2,844+49.0% | $2,565+65.2% |
| Participant deferral / active EE | $4,691 | $2,842+65.0% | $4,047+15.9% | $3,952+18.7% |
| Admin fee / account holder | $15,343 | $4,557+236.7% | $6,069+152.8% | $6,261+145.1% |