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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 | $119,625 | $72,071+66.0% | $68,368+75.0% | $137,256-12.8% |
| Participation rate | 61.1% | 76.2%-15.1pp | 73.8%-12.6pp | 80.0%-18.8pp |
| Annual return | 12.73% | 353.14%-340.4pp | 292.57%-279.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,189 | $2,788-57.4% | $2,649-55.1% | $4,156-71.4% |
| Participant deferral / active EE | $2,906 | $4,410-34.1% | $4,123-29.5% | $6,407-54.6% |
| Admin fee / account holder | $39,608 | $5,336+642.3% | $5,150+669.1% | $12,270+222.8% |