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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 | $125,144 | $49,255+154.1% | $70,494+77.5% | $79,856+56.7% |
| Participation rate | 59.3% | 69.2%-9.8pp | 75.1%-15.7pp | 69.6%-10.3pp |
| Annual return | 5.74% | 30.10%-24.4pp | 109.16%-103.4pp | 31.71%-26.0pp |
| Employer contribution / active EE | $3,612 | $2,100+72.0% | $2,738+31.9% | $2,471+46.2% |
| Participant deferral / active EE | $4,463 | $2,768+61.2% | $3,711+20.3% | $3,741+19.3% |
| Admin fee / account holder | $9,231 | $2,879+220.6% | $3,848+139.9% | $5,306+74.0% |