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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 | $55,457+144.2% | $77,361+75.1% | $94,015+44.0% |
| Participation rate | 67.5% | 69.8%-2.3pp | 75.0%-7.5pp | 70.8%-3.3pp |
| Annual return | 10.00% | 15.57%-5.6pp | 1011.54%-1001.5pp | 17.84%-7.8pp |
| Employer contribution / active EE | $2,400 | $2,255+6.5% | $2,990-19.7% | $2,790-14.0% |
| Participant deferral / active EE | $4,298 | $3,069+40.0% | $3,911+9.9% | $4,249+1.1% |
| Admin fee / account holder | $28,855 | $4,334+565.8% | $5,894+389.6% | $8,951+222.4% |