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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 | $47,479+185.2% | $62,929+115.2% | $82,448+64.3% |
| Participation rate | 67.5% | 66.9%+0.6pp | 73.1%-5.6pp | 68.1%-0.6pp |
| Annual return | 10.00% | 20.34%-10.3pp | 1063.93%-1053.9pp | 41.64%-31.6pp |
| Employer contribution / active EE | $2,400 | $1,885+27.3% | $2,505-4.2% | $2,551-5.9% |
| Participant deferral / active EE | $4,298 | $2,870+49.7% | $3,888+10.5% | $4,139+3.8% |
| Admin fee / account holder | $28,855 | $3,804+658.6% | $5,065+469.7% | $7,234+298.9% |