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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 | $128,993 | $93,617+37.8% | $135,982-5.1% | $75,177+71.6% |
| Participation rate | 54.1% | 75.2%-21.1pp | 81.9%-27.9pp | 67.2%-13.2pp |
| Annual return | 14.28% | 30.89%-16.6pp | 68.32%-54.0pp | 160.75%-146.5pp |
| Employer contribution / active EE | $2,800 | $3,538-20.9% | $4,859-42.4% | $2,671+4.8% |
| Participant deferral / active EE | $6,535 | $6,406+2.0% | $7,760-15.8% | $4,126+58.4% |
| Admin fee / account holder | $20,924 | $6,980+199.8% | $10,767+94.3% | $5,651+270.3% |