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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 | $106,833 | $85,171+25.4% | $172,753-38.2% | $72,976+46.4% |
| Participation rate | 68.6% | 70.1%-1.4pp | 82.6%-14.0pp | 69.5%-0.9pp |
| Annual return | 14.75% | 27.32%-12.6pp | 803.00%-788.3pp | 81.02%-66.3pp |
| Employer contribution / active EE | $1,520 | $3,324-54.3% | $5,144-70.4% | $2,440-37.7% |
| Participant deferral / active EE | $3,239 | $3,260-0.6% | $5,198-37.7% | $3,608-10.2% |
| Admin fee / account holder | $14,504 | $5,880+146.7% | $13,956+3.9% | $5,124+183.1% |