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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 | $146,107 | $102,429+42.6% | $147,096-0.7% | $80,925+80.5% |
| Participation rate | 63.5% | 75.9%-12.4pp | 82.2%-18.7pp | 67.7%-4.2pp |
| Annual return | 8.83% | 135.02%-126.2pp | 419.75%-410.9pp | 35.65%-26.8pp |
| Employer contribution / active EE | $1,301 | $3,716-65.0% | $4,936-73.6% | $2,756-52.8% |
| Participant deferral / active EE | $4,877 | $6,649-26.7% | $8,071-39.6% | $4,299+13.4% |
| Admin fee / account holder | $2,258 | $7,957-71.6% | $13,005-82.6% | $6,940-67.5% |