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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 | $125,654 | $101,618+23.7% | $93,063+35.0% | $137,256-8.5% |
| Participation rate | 63.6% | 74.9%-11.3pp | 72.1%-8.5pp | 80.0%-16.3pp |
| Annual return | 9.81% | 223.95%-214.1pp | 34.15%-24.3pp | 220.34%-210.5pp |
| Employer contribution / active EE | $1,867 | $2,707-31.0% | $2,476-24.6% | $4,156-55.1% |
| Participant deferral / active EE | $2,233 | $4,279-47.8% | $3,958-43.6% | $6,407-65.1% |
| Admin fee / account holder | $41,650 | $6,198+571.9% | $6,033+590.3% | $12,270+239.4% |