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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 | $125,737 | $60,128+109.1% | $90,440+39.0% | $79,852+57.5% |
| Participation rate | 56.7% | 65.0%-8.3pp | 72.7%-16.0pp | 69.6%-13.0pp |
| Annual return | 5.99% | 71.95%-66.0pp | 1294.38%-1288.4pp | 31.72%-25.7pp |
| Employer contribution / active EE | $2,713 | $2,068+31.2% | $3,263-16.9% | $2,471+9.8% |
| Participant deferral / active EE | $6,019 | $2,939+104.8% | $3,964+51.9% | $3,740+60.9% |
| Admin fee / account holder | $25,860 | $3,977+550.2% | $5,615+360.6% | $5,306+387.4% |