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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 | $133,958 | $102,422+30.8% | $147,117-8.9% | $80,959+65.5% |
| Participation rate | 55.8% | 75.9%-20.1pp | 82.2%-26.4pp | 67.7%-11.9pp |
| Annual return | 10.22% | 135.16%-124.9pp | 420.54%-410.3pp | 35.67%-25.5pp |
| Employer contribution / active EE | $2,747 | $3,717-26.1% | $4,932-44.3% | $2,757-0.4% |
| Participant deferral / active EE | $4,847 | $6,652-27.1% | $8,065-39.9% | $4,300+12.7% |
| Admin fee / account holder | $22,414 | $7,953+181.8% | $12,993+72.5% | $6,925+223.7% |