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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 | $88,520 | $51,638+71.4% | $68,368+29.5% | $82,448+7.4% |
| Participation rate | 67.6% | 63.6%+4.0pp | 73.8%-6.1pp | 68.1%-0.4pp |
| Annual return | 8.21% | 37.53%-29.3pp | 292.57%-284.4pp | 41.64%-33.4pp |
| Employer contribution / active EE | $2,403 | $2,047+17.4% | $2,649-9.3% | $2,551-5.8% |
| Participant deferral / active EE | $2,361 | $2,914-19.0% | $4,123-42.7% | $4,139-43.0% |
| Admin fee / account holder | $28,378 | $4,643+511.1% | $5,150+451.1% | $7,234+292.3% |