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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 | $135,427 | $50,554+167.9% | $67,681+100.1% | $87,485+54.8% |
| Participation rate | 67.5% | 67.7%-0.2pp | 73.7%-6.2pp | 68.9%-1.4pp |
| Annual return | 10.00% | 17.81%-7.8pp | 590.58%-580.6pp | 26.06%-16.1pp |
| Employer contribution / active EE | $2,400 | $1,988+20.7% | $2,678-10.4% | $2,596-7.6% |
| Participant deferral / active EE | $4,298 | $2,961+45.1% | $3,976+8.1% | $4,274+0.6% |
| Admin fee / account holder | $28,855 | $4,132+598.2% | $6,100+373.0% | $7,775+271.1% |