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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 | $139,562 | $57,061+144.6% | $85,063+64.1% | $80,911+72.5% |
| Participation rate | 69.0% | 56.3%+12.6pp | 67.5%+1.5pp | 67.6%+1.3pp |
| Annual return | 9.12% | 21.66%-12.5pp | 66.54%-57.4pp | 35.63%-26.5pp |
| Employer contribution / active EE | $3,219 | $1,799+79.0% | $2,727+18.0% | $2,756+16.8% |
| Participant deferral / active EE | $8,770 | $3,110+182.0% | $4,523+93.9% | $4,297+104.1% |
| Admin fee / account holder | $29,322 | $4,986+488.1% | $6,155+376.4% | $6,935+322.8% |