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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 | $127,480 | $75,058+69.8% | $152,301-16.3% | $64,340+98.1% |
| Participation rate | 48.3% | 60.9%-12.6pp | 82.4%-34.1pp | 55.2%-6.9pp |
| Annual return | 13.07% | 29.93%-16.9pp | 80.50%-67.4pp | 24.14%-11.1pp |
| Employer contribution / active EE | $2,424 | $2,605-6.9% | $4,624-47.6% | $1,862+30.2% |
| Participant deferral / active EE | $4,545 | $5,041-9.8% | $8,004-43.2% | $2,980+52.5% |
| Admin fee / account holder | $22,551 | $4,050+456.8% | $14,398+56.6% | $3,703+509.1% |