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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 | $132,124 | $77,901+69.6% | $149,717-11.8% | $75,181+75.7% |
| Participation rate | 66.7% | 65.6%+1.1pp | 78.8%-12.1pp | 67.2%-0.5pp |
| Annual return | 10.60% | 31.73%-21.1pp | 134.41%-123.8pp | 160.69%-150.1pp |
| Employer contribution / active EE | $2,214 | $3,137-29.4% | $4,820-54.1% | $2,671-17.1% |
| Participant deferral / active EE | $3,510 | $3,411+2.9% | $5,682-38.2% | $4,126-14.9% |
| Admin fee / account holder | $23,173 | $5,949+289.5% | $13,213+75.4% | $5,650+310.1% |