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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 | $138,700 | $51,638+168.6% | $129,406+7.2% | $80,959+71.3% |
| Participation rate | 67.7% | 56.9%+10.8pp | 69.6%-2.0pp | 67.7%0pp |
| Annual return | 10.67% | 20.78%-10.1pp | 9468.18%-9457.5pp | 35.67%-25.0pp |
| Employer contribution / active EE | $2,077 | $1,584+31.2% | $4,155-50.0% | $2,757-24.7% |
| Participant deferral / active EE | $3,466 | $2,670+29.8% | $4,167-16.8% | $4,300-19.4% |
| Admin fee / account holder | $8,271 | $4,313+91.8% | $7,689+7.6% | $6,925+19.4% |