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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 | $125,810 | $91,537+37.4% | $130,045-3.3% | $75,173+67.4% |
| Participation rate | 65.1% | 71.5%-6.3pp | 78.5%-13.4pp | 67.2%-2.1pp |
| Annual return | 12.82% | -631.55%+644.4pp | -137.30%+150.1pp | 160.72%-147.9pp |
| Employer contribution / active EE | $5,004 | $2,845+75.9% | $4,321+15.8% | $2,671+87.3% |
| Participant deferral / active EE | $4,969 | $4,343+14.4% | $5,820-14.6% | $4,126+20.4% |
| Admin fee / account holder | $5,546 | $6,780-18.2% | $10,600-47.7% | $5,651-1.9% |