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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 | $134,574 | $58,848+128.7% | $88,179+52.6% | $82,637+62.8% |
| Participation rate | 68.0% | 57.9%+10.1pp | 69.1%-1.1pp | 68.1%-0.1pp |
| Annual return | 12.69% | 22.76%-10.1pp | 64.97%-52.3pp | 53.51%-40.8pp |
| Employer contribution / active EE | $2,744 | $1,678+63.5% | $2,549+7.6% | $2,552+7.5% |
| Participant deferral / active EE | $5,881 | $3,124+88.3% | $4,614+27.5% | $4,126+42.5% |
| Admin fee / account holder | $38,553 | $4,795+704.0% | $7,673+402.4% | $7,339+425.3% |