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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 | $133,796 | $106,905+25.2% | $84,020+59.2% | $152,885-12.5% |
| Participation rate | 65.0% | 75.2%-10.2pp | 69.0%-4.0pp | 82.5%-17.5pp |
| Annual return | 4.07% | 105.00%-100.9pp | 71.31%-67.2pp | 345.39%-341.3pp |
| Employer contribution / active EE | $1,287 | $2,735-52.9% | $1,984-35.1% | $4,763-73.0% |
| Participant deferral / active EE | $3,083 | $4,012-23.2% | $3,239-4.8% | $5,851-47.3% |
| Admin fee / account holder | $6,686 | $8,287-19.3% | $6,101+9.6% | $11,598-42.4% |