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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 | $111,140 | $77,638+43.2% | $156,551-29.0% | $62,881+76.7% |
| Participation rate | 60.7% | 71.2%-10.5pp | 84.0%-23.3pp | 69.3%-8.6pp |
| Annual return | 2.68% | 50.33%-47.6pp | 32.23%-29.6pp | 20.14%-17.5pp |
| Employer contribution / active EE | $6,881 | $3,444+99.8% | $5,501+25.1% | $2,281+201.7% |
| Participant deferral / active EE | $3,705 | $3,046+21.6% | $4,871-23.9% | $3,203+15.7% |
| Admin fee / account holder | $60,780 | $5,561+992.9% | $13,028+366.5% | $4,296+1314.9% |