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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 | $85,169 | $51,638+64.9% | $68,368+24.6% | $82,448+3.3% |
| Participation rate | 68.8% | 63.6%+5.1pp | 73.8%-5.0pp | 68.1%+0.7pp |
| Annual return | 9.18% | 37.53%-28.4pp | 292.57%-283.4pp | 41.64%-32.5pp |
| Employer contribution / active EE | $2,218 | $2,047+8.4% | $2,649-16.3% | $2,551-13.0% |
| Participant deferral / active EE | $3,451 | $2,914+18.5% | $4,123-16.3% | $4,139-16.6% |
| Admin fee / account holder | $30,801 | $4,643+563.3% | $5,150+498.1% | $7,234+325.8% |