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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 | $138,466 | $51,638+168.1% | $68,368+102.5% | $82,448+67.9% |
| Participation rate | 45.9% | 63.6%-17.7pp | 73.8%-27.9pp | 68.1%-22.2pp |
| Annual return | 11.38% | 37.53%-26.2pp | 292.57%-281.2pp | 41.64%-30.3pp |
| Employer contribution / active EE | $2,251 | $2,047+10.0% | $2,649-15.0% | $2,551-11.8% |
| Participant deferral / active EE | $3,719 | $2,914+27.7% | $4,123-9.8% | $4,139-10.1% |
| Admin fee / account holder | $12,551 | $4,643+170.3% | $5,150+143.7% | $7,234+73.5% |