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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 | $125,165 | $51,638+142.4% | $68,368+83.1% | $82,448+51.8% |
| Participation rate | 63.5% | 63.6%-0.1pp | 73.8%-10.2pp | 68.1%-4.5pp |
| Annual return | 10.77% | 37.53%-26.8pp | 292.57%-281.8pp | 41.64%-30.9pp |
| Employer contribution / active EE | $1,423 | $2,047-30.4% | $2,649-46.3% | $2,551-44.2% |
| Participant deferral / active EE | $2,960 | $2,914+1.6% | $4,123-28.2% | $4,139-28.5% |
| Admin fee / account holder | $23,412 | $4,643+404.2% | $5,150+354.6% | $7,234+223.6% |