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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 | $140,451 | $71,197+97.3% | $93,669+49.9% | $80,925+73.6% |
| Participation rate | 50.0% | 60.4%-10.4pp | 68.7%-18.7pp | 67.7%-17.7pp |
| Annual return | 8.88% | 11.27%-2.4pp | 133.59%-124.7pp | 35.65%-26.8pp |
| Employer contribution / active EE | $3,425 | $1,565+118.9% | $2,424+41.3% | $2,756+24.3% |
| Participant deferral / active EE | $4,664 | $4,036+15.6% | $4,416+5.6% | $4,299+8.5% |
| Admin fee / account holder | $17,971 | $6,959+158.2% | $8,291+116.7% | $6,940+158.9% |