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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 | $133,299 | $105,198+26.7% | $159,455-16.4% | $85,856+55.3% |
| Participation rate | 57.1% | 75.8%-18.6pp | 82.8%-25.7pp | 69.3%-12.2pp |
| Annual return | 8.26% | 45.08%-36.8pp | 263.63%-255.4pp | 318.58%-310.3pp |
| Employer contribution / active EE | $1,704 | $3,319-48.7% | $4,830-64.7% | $2,565-33.6% |
| Participant deferral / active EE | $3,749 | $5,946-36.9% | $7,353-49.0% | $3,952-5.1% |
| Admin fee / account holder | $39,487 | $6,934+469.4% | $10,800+265.6% | $6,261+530.7% |