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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 | $128,425 | $72,071+78.2% | $68,368+87.8% | $137,256-6.4% |
| Participation rate | 55.6% | 76.2%-20.7pp | 73.8%-18.2pp | 80.0%-24.4pp |
| Annual return | 2.88% | 353.14%-350.3pp | 292.57%-289.7pp | 220.34%-217.5pp |
| Employer contribution / active EE | $6,922 | $2,788+148.3% | $2,649+161.3% | $4,156+66.6% |
| Participant deferral / active EE | $3,674 | $4,410-16.7% | $4,123-10.9% | $6,407-42.7% |
| Admin fee / account holder | $426,382 | $5,336+7891.3% | $5,150+8179.6% | $12,270+3375.0% |