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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 | $123,854 | $111,830+10.8% | $93,696+32.2% | $145,884-15.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 5.10% | 204.08%-199.0pp | 133.74%-128.6pp | 551.85%-546.7pp |
| Employer contribution / active EE | $1,097 | $3,093-64.5% | $2,422-54.7% | $4,662-76.5% |
| Participant deferral / active EE | $6,120 | $4,920+24.4% | $4,417+38.6% | $6,690-8.5% |
| Admin fee / account holder | $133,342 | $10,249+1201.0% | $8,287+1509.1% | $13,392+895.7% |