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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 | $108,652 | $102,429+6.1% | $147,096-26.1% | $80,925+34.3% |
| Participation rate | 61.5% | 75.9%-14.3pp | 82.2%-20.6pp | 67.7%-6.1pp |
| Annual return | 9.06% | 135.02%-126.0pp | 419.75%-410.7pp | 35.65%-26.6pp |
| Employer contribution / active EE | $2,645 | $3,716-28.8% | $4,936-46.4% | $2,756-4.0% |
| Participant deferral / active EE | $5,492 | $6,649-17.4% | $8,071-31.9% | $4,299+27.8% |
| Admin fee / account holder | $6,104 | $7,957-23.3% | $13,005-53.1% | $6,940-12.1% |