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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 | $123,457 | $102,422+20.5% | $147,117-16.1% | $80,959+52.5% |
| Participation rate | 54.3% | 75.9%-21.6pp | 82.2%-27.9pp | 67.7%-13.3pp |
| Annual return | 11.51% | 135.16%-123.6pp | 420.54%-409.0pp | 35.67%-24.2pp |
| Employer contribution / active EE | $2,571 | $3,717-30.8% | $4,932-47.9% | $2,757-6.8% |
| Participant deferral / active EE | $5,250 | $6,652-21.1% | $8,065-34.9% | $4,300+22.1% |
| Admin fee / account holder | $48,906 | $7,953+514.9% | $12,993+276.4% | $6,925+606.2% |