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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 | $130,375 | $107,421+21.4% | $182,262-28.5% | $94,015+38.7% |
| Participation rate | 65.9% | 77.8%-11.9pp | 84.2%-18.4pp | 70.8%-5.0pp |
| Annual return | 11.61% | 21.32%-9.7pp | 140.60%-129.0pp | 17.84%-6.2pp |
| Employer contribution / active EE | $1,706 | $3,448-50.5% | $5,046-66.2% | $2,790-38.8% |
| Participant deferral / active EE | $4,449 | $6,558-32.2% | $8,276-46.3% | $4,249+4.7% |
| Admin fee / account holder | $37,686 | $8,692+333.6% | $16,712+125.5% | $8,951+321.0% |