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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 | $134,678 | $93,345+44.3% | $119,126+13.1% | $87,485+53.9% |
| Participation rate | 60.0% | 68.7%-8.7pp | 75.8%-15.8pp | 68.9%-8.9pp |
| Annual return | 8.77% | 19.08%-10.3pp | 282.11%-273.3pp | 26.06%-17.3pp |
| Employer contribution / active EE | $983 | $3,172-69.0% | $4,034-75.6% | $2,596-62.2% |
| Participant deferral / active EE | $2,519 | $4,099-38.5% | $5,318-52.6% | $4,274-41.1% |
| Admin fee / account holder | $25,224 | $8,039+213.8% | $10,693+135.9% | $7,775+224.4% |