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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 | $138,221 | $59,448+132.5% | $93,696+47.5% | $74,459+85.6% |
| Participation rate | 56.9% | 59.6%-2.8pp | 68.7%-11.9pp | 67.2%-10.4pp |
| Annual return | 9.55% | 82.11%-72.6pp | 133.74%-124.2pp | 1369.70%-1360.2pp |
| Employer contribution / active EE | $2,021 | $1,266+59.6% | $2,422-16.5% | $2,626-23.0% |
| Participant deferral / active EE | $3,463 | $3,052+13.5% | $4,417-21.6% | $4,350-20.4% |
| Admin fee / account holder | $10,457 | $3,027+245.4% | $8,287+26.2% | $1,945+437.7% |