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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 | $77,358+81.5% | $102,184+37.4% | $87,485+60.5% |
| Participation rate | 68.4% | 78.7%-10.3pp | 82.6%-14.2pp | 68.9%-0.5pp |
| Annual return | 14.24% | 41.11%-26.9pp | 31.58%-17.3pp | 26.06%-11.8pp |
| Employer contribution / active EE | $2,087 | $2,562-18.5% | $3,594-41.9% | $2,596-19.6% |
| Participant deferral / active EE | $3,965 | $6,753-41.3% | $8,309-52.3% | $4,274-7.2% |
| Admin fee / account holder | $63,906 | $6,809+838.5% | $11,609+450.5% | $7,775+722.0% |