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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 | $124,071 | $65,395+89.7% | $182,531-32.0% | $72,983+70.0% |
| Participation rate | 62.7% | 65.4%-2.7pp | 78.0%-15.2pp | 69.5%-6.7pp |
| Annual return | 16.71% | 27.68%-11.0pp | 148.57%-131.9pp | 81.01%-64.3pp |
| Employer contribution / active EE | $1,466 | $1,911-23.3% | $4,075-64.0% | $2,440-39.9% |
| Participant deferral / active EE | $2,650 | $3,563-25.6% | $5,525-52.0% | $3,608-26.5% |
| Admin fee / account holder | $15,712 | $4,245+270.2% | $8,593+82.9% | $5,124+206.6% |