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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 | $128,650 | $72,071+78.5% | $68,368+88.2% | $137,256-6.3% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 10.18% | 353.14%-343.0pp | 292.57%-282.4pp | 220.34%-210.2pp |
| Employer contribution / active EE | $1,390 | $2,788-50.1% | $2,649-47.5% | $4,156-66.6% |
| Participant deferral / active EE | $3,070 | $4,410-30.4% | $4,123-25.5% | $6,407-52.1% |
| Admin fee / account holder | $54,726 | $5,336+925.7% | $5,150+962.7% | $12,270+346.0% |