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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 | $70,366+70.0% | $66,674+79.4% | $138,895-13.9% |
| Participation rate | 61.1% | 76.2%-15.1pp | 73.7%-12.6pp | 79.9%-18.8pp |
| Annual return | 12.73% | 386.41%-373.7pp | 321.24%-308.5pp | 145.39%-132.7pp |
| Employer contribution / active EE | $1,189 | $2,765-57.0% | $2,620-54.6% | $4,194-71.7% |
| Participant deferral / active EE | $2,906 | $4,374-33.6% | $4,084-28.8% | $6,396-54.6% |
| Admin fee / account holder | $39,608 | $5,262+652.7% | $5,098+676.9% | $12,562+215.3% |