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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 | $125,069 | $102,938+21.5% | $94,105+32.9% | $138,895-10.0% |
| Participation rate | 69.2% | 74.6%-5.4pp | 71.9%-2.7pp | 79.9%-10.7pp |
| Annual return | 9.32% | 250.28%-241.0pp | 204.55%-195.2pp | 145.39%-136.1pp |
| Employer contribution / active EE | $2,895 | $2,732+6.0% | $2,504+15.6% | $4,194-31.0% |
| Participant deferral / active EE | $6,772 | $4,196+61.4% | $3,881+74.5% | $6,396+5.9% |
| Admin fee / account holder | $102,154 | $6,600+1447.8% | $6,199+1547.8% | $12,562+713.2% |