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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 | $57,119+144.3% | $85,187+63.8% | $80,935+72.4% |
| Participation rate | 69.0% | 56.4%+12.6pp | 67.5%+1.4pp | 67.7%+1.3pp |
| Annual return | 9.12% | 21.70%-12.6pp | 66.67%-57.5pp | 35.66%-26.5pp |
| Employer contribution / active EE | $3,219 | $1,802+78.7% | $2,732+17.8% | $2,757+16.8% |
| Participant deferral / active EE | $8,770 | $3,115+181.6% | $4,525+93.8% | $4,299+104.0% |
| Admin fee / account holder | $29,322 | $4,990+487.6% | $6,162+375.9% | $6,924+323.5% |