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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 | $117,932 | $102,422+15.1% | $147,117-19.8% | $80,959+45.7% |
| Participation rate | 68.4% | 75.9%-7.5pp | 82.2%-13.8pp | 67.7%+0.8pp |
| Annual return | 10.56% | 135.16%-124.6pp | 420.54%-410.0pp | 35.67%-25.1pp |
| Employer contribution / active EE | $1,717 | $3,717-53.8% | $4,932-65.2% | $2,757-37.7% |
| Participant deferral / active EE | $6,195 | $6,652-6.9% | $8,065-23.2% | $4,300+44.1% |
| Admin fee / account holder | $32,686 | $7,953+311.0% | $12,993+151.6% | $6,925+372.0% |