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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 | $110,186 | $51,638+113.4% | $68,368+61.2% | $82,448+33.6% |
| Participation rate | 60.0% | 63.6%-3.6pp | 73.8%-13.8pp | 68.1%-8.1pp |
| Annual return | 10.97% | 37.53%-26.6pp | 292.57%-281.6pp | 41.64%-30.7pp |
| Employer contribution / active EE | $2,669 | $2,047+30.4% | $2,649+0.8% | $2,551+4.6% |
| Participant deferral / active EE | $4,457 | $2,914+53.0% | $4,123+8.1% | $4,139+7.7% |
| Admin fee / account holder | $40,111 | $4,643+763.8% | $5,150+678.9% | $7,234+454.5% |