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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 | $115,187 | $51,638+123.1% | $68,368+68.5% | $82,448+39.7% |
| Participation rate | 60.7% | 63.6%-3.0pp | 73.8%-13.1pp | 68.1%-7.4pp |
| Annual return | 13.26% | 37.53%-24.3pp | 292.57%-279.3pp | 41.64%-28.4pp |
| Employer contribution / active EE | $2,545 | $2,047+24.4% | $2,649-3.9% | $2,551-0.2% |
| Participant deferral / active EE | $5,209 | $2,914+78.8% | $4,123+26.3% | $4,139+25.8% |
| Admin fee / account holder | $9,747 | $4,643+109.9% | $5,150+89.3% | $7,234+34.7% |