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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 | $132,963 | $124,346+6.9% | $111,308+19.5% | $167,536-20.6% |
| Participation rate | 60.0% | 79.6%-19.6pp | 77.3%-17.3pp | 82.1%-22.1pp |
| Annual return | 7.51% | 37.45%-29.9pp | 54.67%-47.2pp | 478.82%-471.3pp |
| Employer contribution / active EE | $1,263 | $3,437-63.3% | $2,732-53.8% | $4,839-73.9% |
| Participant deferral / active EE | $2,488 | $5,182-52.0% | $4,487-44.6% | $6,342-60.8% |
| Admin fee / account holder | $60,873 | $10,621+473.1% | $7,965+664.3% | $12,315+394.3% |