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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 | $125,217 | $89,367+40.1% | $141,191-11.3% | $72,975+71.6% |
| Participation rate | 65.6% | 75.1%-9.5pp | 82.5%-16.8pp | 69.5%-3.9pp |
| Annual return | 18.27% | 111.87%-93.6pp | 71.41%-53.1pp | 81.01%-62.7pp |
| Employer contribution / active EE | $2,551 | $3,115-18.1% | $4,736-46.1% | $2,440+4.6% |
| Participant deferral / active EE | $6,743 | $5,419+24.4% | $6,710+0.5% | $3,608+86.9% |
| Admin fee / account holder | $17,480 | $5,957+193.5% | $10,264+70.3% | $5,124+241.1% |