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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 | $128,695 | $88,672+45.1% | $105,223+22.3% | $82,448+56.1% |
| Participation rate | 51.4% | 67.9%-16.6pp | 75.0%-23.7pp | 68.1%-16.7pp |
| Annual return | 12.73% | 30.86%-18.1pp | 180.65%-167.9pp | 41.64%-28.9pp |
| Employer contribution / active EE | $2,367 | $3,048-22.4% | $3,689-35.8% | $2,551-7.2% |
| Participant deferral / active EE | $4,111 | $4,036+1.9% | $5,072-18.9% | $4,139-0.7% |
| Admin fee / account holder | $50,846 | $7,146+611.5% | $8,859+474.0% | $7,234+602.8% |