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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 | $143,489 | $102,393+40.1% | $147,041-2.4% | $80,911+77.3% |
| Participation rate | 58.2% | 75.9%-17.6pp | 82.2%-24.0pp | 67.6%-9.4pp |
| Annual return | 11.64% | 134.95%-123.3pp | 419.21%-407.6pp | 35.63%-24.0pp |
| Employer contribution / active EE | $3,626 | $3,715-2.4% | $4,935-26.5% | $2,756+31.6% |
| Participant deferral / active EE | $6,785 | $6,647+2.1% | $8,071-15.9% | $4,297+57.9% |
| Admin fee / account holder | $13,178 | $7,943+65.9% | $13,006+1.3% | $6,935+90.0% |