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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 | $137,141 | $102,429+33.9% | $147,096-6.8% | $80,925+69.5% |
| Participation rate | 56.9% | 75.9%-18.9pp | 82.2%-25.3pp | 67.7%-10.7pp |
| Annual return | 9.75% | 135.02%-125.3pp | 419.75%-410.0pp | 35.65%-25.9pp |
| Employer contribution / active EE | $2,514 | $3,716-32.3% | $4,936-49.1% | $2,756-8.8% |
| Participant deferral / active EE | $6,605 | $6,649-0.7% | $8,071-18.2% | $4,299+53.7% |
| Admin fee / account holder | $26,256 | $7,957+230.0% | $13,005+101.9% | $6,940+278.3% |