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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 | $112,315 | $65,027+72.7% | $90,970+23.5% | $79,852+40.7% |
| Participation rate | 48.3% | 61.6%-13.3pp | 69.0%-20.7pp | 69.6%-21.4pp |
| Annual return | 7.61% | 30.45%-22.8pp | 134.58%-127.0pp | 31.72%-24.1pp |
| Employer contribution / active EE | $2,410 | $1,247+93.2% | $2,122+13.6% | $2,471-2.5% |
| Participant deferral / active EE | $3,885 | $2,512+54.7% | $3,373+15.2% | $3,740+3.9% |
| Admin fee / account holder | $60,268 | $4,535+1228.9% | $5,960+911.2% | $5,306+1035.8% |