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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 | $120,434 | $102,422+17.6% | $147,117-18.1% | $80,959+48.8% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.7%-1.0pp |
| Annual return | 10.81% | 135.16%-124.3pp | 420.54%-409.7pp | 35.67%-24.9pp |
| Employer contribution / active EE | $2,207 | $3,717-40.6% | $4,932-55.3% | $2,757-20.0% |
| Participant deferral / active EE | $6,615 | $6,652-0.6% | $8,065-18.0% | $4,300+53.8% |
| Admin fee / account holder | $88,859 | $7,953+1017.2% | $12,993+583.9% | $6,925+1183.1% |