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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 | $121,208 | $97,125+24.8% | $86,233+40.6% | $137,256-11.7% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.0%-11.9pp | 80.0%-22.8pp |
| Annual return | 5.90% | 74.19%-68.3pp | 61.39%-55.5pp | 220.34%-214.4pp |
| Employer contribution / active EE | $1,683 | $2,841-40.8% | $2,504-32.8% | $4,156-59.5% |
| Participant deferral / active EE | $6,754 | $5,180+30.4% | $4,559+48.1% | $6,407+5.4% |
| Admin fee / account holder | $95,023 | $9,725+877.1% | $8,342+1039.1% | $12,270+674.4% |