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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 | $133,667 | $85,060+57.1% | $70,565+89.4% | $139,487-4.2% |
| Participation rate | 66.7% | 73.9%-7.2pp | 68.4%-1.7pp | 80.3%-13.7pp |
| Annual return | 7.72% | 30.39%-22.7pp | 32.79%-25.1pp | 373.84%-366.1pp |
| Employer contribution / active EE | $1,000 | $3,912-74.4% | $2,976-66.4% | $4,755-79.0% |
| Participant deferral / active EE | $3,297 | $5,891-44.0% | $4,568-27.8% | $6,713-50.9% |
| Admin fee / account holder | $87,934 | $8,932+884.5% | $6,430+1267.6% | $11,407+670.9% |