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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 | $129,587 | $102,429+26.5% | $147,096-11.9% | $80,925+60.1% |
| Participation rate | 60.0% | 75.9%-15.9pp | 82.2%-22.2pp | 67.7%-7.7pp |
| Annual return | 10.54% | 135.02%-124.5pp | 419.75%-409.2pp | 35.65%-25.1pp |
| Employer contribution / active EE | $2,103 | $3,716-43.4% | $4,936-57.4% | $2,756-23.7% |
| Participant deferral / active EE | $3,180 | $6,649-52.2% | $8,071-60.6% | $4,299-26.0% |
| Admin fee / account holder | $1,240 | $7,957-84.4% | $13,005-90.5% | $6,940-82.1% |