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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 | $102,595+25.4% | $94,057+36.8% | $154,746-16.9% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 10.18% | 583.42%-573.2pp | 480.62%-470.4pp | 172.34%-162.2pp |
| Employer contribution / active EE | $1,390 | $3,147-55.8% | $2,933-52.6% | $4,379-68.3% |
| Participant deferral / active EE | $3,070 | $5,118-40.0% | $4,709-34.8% | $6,730-54.4% |
| Admin fee / account holder | $54,726 | $7,736+607.4% | $7,244+655.4% | $14,365+281.0% |