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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 | $50,554+106.0% | $67,681+53.9% | $87,485+19.0% |
| Participation rate | 60.0% | 67.7%-7.7pp | 73.7%-13.7pp | 68.9%-8.9pp |
| Annual return | 9.06% | 17.81%-8.8pp | 590.58%-581.5pp | 26.06%-17.0pp |
| Employer contribution / active EE | $2,777 | $1,988+39.6% | $2,678+3.7% | $2,596+7.0% |
| Participant deferral / active EE | $6,528 | $2,961+120.4% | $3,976+64.2% | $4,274+52.7% |
| Admin fee / account holder | $11,883 | $4,132+187.6% | $6,100+94.8% | $7,775+52.8% |