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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 | $139,768 | $51,638+170.7% | $68,368+104.4% | $82,448+69.5% |
| Participation rate | 52.4% | 63.6%-11.2pp | 73.8%-21.3pp | 68.1%-15.6pp |
| Annual return | 10.68% | 37.53%-26.8pp | 292.57%-281.9pp | 41.64%-31.0pp |
| Employer contribution / active EE | $3,839 | $2,047+87.6% | $2,649+44.9% | $2,551+50.5% |
| Participant deferral / active EE | $3,848 | $2,914+32.1% | $4,123-6.7% | $4,139-7.0% |
| Admin fee / account holder | $37,840 | $4,643+714.9% | $5,150+634.8% | $7,234+423.1% |