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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 | $127,751 | $78,707+62.3% | $117,861+8.4% | $70,126+82.2% |
| Participation rate | 66.2% | 73.2%-7.0pp | 79.7%-13.5pp | 69.5%-3.4pp |
| Annual return | 8.63% | 23.30%-14.7pp | 335.11%-326.5pp | 73.15%-64.5pp |
| Employer contribution / active EE | $2,165 | $2,223-2.6% | $3,786-42.8% | $2,343-7.6% |
| Participant deferral / active EE | $3,090 | $3,297-6.3% | $4,482-31.1% | $3,332-7.3% |
| Admin fee / account holder | $12,637 | $5,066+149.5% | $8,021+57.6% | $4,645+172.0% |