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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 | $102,938+22.1% | $94,105+33.5% | $138,895-9.5% |
| Participation rate | 63.6% | 74.6%-11.0pp | 71.9%-8.3pp | 79.9%-16.3pp |
| Annual return | 9.81% | 250.28%-240.5pp | 204.55%-194.7pp | 145.39%-135.6pp |
| Employer contribution / active EE | $1,867 | $2,732-31.7% | $2,504-25.5% | $4,194-55.5% |
| Participant deferral / active EE | $2,233 | $4,196-46.8% | $3,881-42.4% | $6,396-65.1% |
| Admin fee / account holder | $41,650 | $6,600+531.1% | $6,199+571.8% | $12,562+231.5% |