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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 | $123,452 | $61,787+99.8% | $97,197+27.0% | $80,925+52.6% |
| Participation rate | 62.9% | 63.5%-0.6pp | 72.7%-9.8pp | 67.7%-4.8pp |
| Annual return | 9.58% | -558.16%+567.7pp | 75.47%-65.9pp | 35.65%-26.1pp |
| Employer contribution / active EE | $1,535 | $1,836-16.4% | $2,723-43.6% | $2,756-44.3% |
| Participant deferral / active EE | $2,022 | $3,027-33.2% | $4,263-52.6% | $4,299-53.0% |
| Admin fee / account holder | $8,752 | $5,170+69.3% | $5,637+55.3% | $6,940+26.1% |