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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 | $49,976+120.5% | $66,674+65.3% | $82,637+33.3% |
| Participation rate | 60.0% | 63.1%-3.1pp | 73.7%-13.7pp | 68.1%-8.1pp |
| Annual return | 10.97% | 39.09%-28.1pp | 321.24%-310.3pp | 53.51%-42.5pp |
| Employer contribution / active EE | $2,669 | $1,988+34.2% | $2,620+1.9% | $2,552+4.6% |
| Participant deferral / active EE | $4,457 | $2,847+56.6% | $4,084+9.1% | $4,126+8.0% |
| Admin fee / account holder | $40,111 | $4,594+773.2% | $5,098+686.8% | $7,339+446.6% |