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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 | $111,728 | $70,684+58.1% | $169,397-34.0% | $75,177+48.6% |
| Participation rate | 67.7% | 64.8%+2.9pp | 77.2%-9.4pp | 67.2%+0.5pp |
| Annual return | 11.81% | 36.38%-24.6pp | 406.23%-394.4pp | 160.75%-148.9pp |
| Employer contribution / active EE | $2,618 | $2,211+18.4% | $4,013-34.8% | $2,671-2.0% |
| Participant deferral / active EE | $8,371 | $4,310+94.2% | $6,223+34.5% | $4,126+102.9% |
| Admin fee / account holder | $23,924 | $5,404+342.7% | $9,017+165.3% | $5,651+323.3% |