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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 | $124,140 | $51,638+140.4% | $68,368+81.6% | $82,448+50.6% |
| Participation rate | 68.2% | 63.6%+4.6pp | 73.8%-5.6pp | 68.1%+0.1pp |
| Annual return | 12.10% | 37.53%-25.4pp | 292.57%-280.5pp | 41.64%-29.5pp |
| Employer contribution / active EE | $2,558 | $2,047+25.0% | $2,649-3.4% | $2,551+0.3% |
| Participant deferral / active EE | $3,396 | $2,914+16.6% | $4,123-17.6% | $4,139-18.0% |
| Admin fee / account holder | $30,622 | $4,643+559.5% | $5,150+494.6% | $7,234+323.3% |