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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 | $132,421 | $102,429+29.3% | $147,096-10.0% | $80,925+63.6% |
| Participation rate | 64.8% | 75.9%-11.1pp | 82.2%-17.4pp | 67.7%-2.9pp |
| Annual return | 11.16% | 135.02%-123.9pp | 419.75%-408.6pp | 35.65%-24.5pp |
| Employer contribution / active EE | $1,562 | $3,716-58.0% | $4,936-68.4% | $2,756-43.3% |
| Participant deferral / active EE | $6,282 | $6,649-5.5% | $8,071-22.2% | $4,299+46.1% |
| Admin fee / account holder | $3,461 | $7,957-56.5% | $13,005-73.4% | $6,940-50.1% |