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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 | $140,408 | $78,520+78.8% | $96,576+45.4% | $82,448+70.3% |
| Participation rate | 68.4% | 77.7%-9.3pp | 81.4%-13.0pp | 68.1%+0.4pp |
| Annual return | 14.24% | 41.30%-27.1pp | 38.47%-24.2pp | 41.64%-27.4pp |
| Employer contribution / active EE | $2,087 | $2,630-20.6% | $3,553-41.3% | $2,551-18.2% |
| Participant deferral / active EE | $3,965 | $6,754-41.3% | $7,956-50.2% | $4,139-4.2% |
| Admin fee / account holder | $63,906 | $13,455+375.0% | $11,381+461.5% | $7,234+783.4% |