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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 | $129,500 | $65,364+98.1% | $92,909+39.4% | $72,975+77.5% |
| Participation rate | 44.4% | 68.3%-23.9pp | 76.0%-31.6pp | 69.5%-25.0pp |
| Annual return | 13.03% | 42.11%-29.1pp | 109.44%-96.4pp | 81.01%-68.0pp |
| Employer contribution / active EE | $2,590 | $2,594-0.2% | $3,653-29.1% | $2,440+6.1% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $7,535 | $4,251+77.2% | $5,795+30.0% | $5,124+47.1% |