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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 | $128,915 | $105,200+22.5% | $159,474-19.2% | $85,847+50.2% |
| Participation rate | 64.0% | 75.8%-11.8pp | 82.8%-18.8pp | 69.3%-5.3pp |
| Annual return | 12.36% | 45.08%-32.7pp | 263.68%-251.3pp | 318.61%-306.2pp |
| Employer contribution / active EE | $921 | $3,319-72.2% | $4,831-80.9% | $2,565-64.1% |
| Participant deferral / active EE | $3,970 | $5,946-33.2% | $7,353-46.0% | $3,952+0.5% |
| Admin fee / account holder | $44,499 | $6,934+541.7% | $10,802+311.9% | $6,261+610.8% |