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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 | $104,146 | $51,184+103.5% | $66,439+56.8% | $86,983+19.7% |
| Participation rate | 60.0% | 68.5%-8.5pp | 74.5%-14.5pp | 69.5%-9.5pp |
| Annual return | 9.06% | 17.07%-8.0pp | 757.66%-748.6pp | 25.83%-16.8pp |
| Employer contribution / active EE | $2,777 | $2,023+37.3% | $2,637+5.3% | $2,584+7.4% |
| Participant deferral / active EE | $6,528 | $2,927+123.0% | $3,876+68.4% | $4,194+55.6% |
| Admin fee / account holder | $11,883 | $4,154+186.0% | $6,173+92.5% | $7,856+51.3% |