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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 | $140,109 | $108,825+28.7% | $156,181-10.3% | $82,448+69.9% |
| Participation rate | 59.3% | 72.4%-13.1pp | 78.8%-19.6pp | 68.1%-8.8pp |
| Annual return | 12.45% | 20.59%-8.1pp | 64.87%-52.4pp | 41.64%-29.2pp |
| Employer contribution / active EE | $2,532 | $2,870-11.8% | $4,294-41.0% | $2,551-0.7% |
| Participant deferral / active EE | $4,750 | $4,577+3.8% | $6,132-22.5% | $4,139+14.8% |
| Admin fee / account holder | $36,953 | $9,341+295.6% | $14,586+153.3% | $7,234+410.8% |