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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 | $141,638 | $65,041+117.8% | $90,965+55.7% | $79,858+77.4% |
| Participation rate | 62.5% | 61.6%+0.9pp | 69.0%-6.5pp | 69.6%-7.1pp |
| Annual return | 7.83% | 30.45%-22.6pp | 134.57%-126.7pp | 31.72%-23.9pp |
| Employer contribution / active EE | $1,091 | $1,247-12.6% | $2,122-48.6% | $2,471-55.9% |
| Participant deferral / active EE | $2,402 | $2,512-4.4% | $3,373-28.8% | $3,740-35.8% |
| Admin fee / account holder | $7,204 | $4,536+58.8% | $5,960+20.9% | $5,306+35.8% |