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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 | $122,002 | $106,008+15.1% | $92,240+32.3% | $147,586-17.3% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.5%-16.5pp | 82.8%-22.8pp |
| Annual return | 8.54% | 50.05%-41.5pp | 176.29%-167.8pp | 578.59%-570.1pp |
| Employer contribution / active EE | $1,250 | $4,333-71.2% | $3,680-66.0% | $4,876-74.4% |
| Participant deferral / active EE | $4,645 | $4,478+3.7% | $3,897+19.2% | $5,439-14.6% |
| Admin fee / account holder | $45,484 | $6,333+618.2% | $5,194+775.7% | $10,886+317.8% |