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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 | $127,645 | $102,422+24.6% | $147,117-13.2% | $80,959+57.7% |
| Participation rate | 63.6% | 75.9%-12.2pp | 82.2%-18.5pp | 67.7%-4.0pp |
| Annual return | 10.25% | 135.16%-124.9pp | 420.54%-410.3pp | 35.67%-25.4pp |
| Employer contribution / active EE | $4,183 | $3,717+12.5% | $4,932-15.2% | $2,757+51.7% |
| Participant deferral / active EE | $9,488 | $6,652+42.6% | $8,065+17.6% | $4,300+120.6% |
| Admin fee / account holder | $60,503 | $7,953+660.7% | $12,993+365.7% | $6,925+773.6% |