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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 | $126,427 | $88,702+42.5% | $81,780+54.6% | $145,978-13.4% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 7.22% | 1029.12%-1021.9pp | 776.27%-769.0pp | 550.52%-543.3pp |
| Employer contribution / active EE | $2,617 | $3,084-15.2% | $2,914-10.2% | $4,662-43.9% |
| Participant deferral / active EE | $5,015 | $4,645+8.0% | $4,321+16.1% | $6,690-25.0% |
| Admin fee / account holder | $129,200 | $8,414+1435.5% | $7,384+1649.8% | $13,400+864.2% |