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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 | $128,518 | $61,816+107.9% | $97,260+32.1% | $80,935+58.8% |
| Participation rate | 65.4% | 63.5%+1.9pp | 72.7%-7.3pp | 67.7%-2.3pp |
| Annual return | 9.37% | -558.73%+568.1pp | 75.54%-66.2pp | 35.66%-26.3pp |
| Employer contribution / active EE | $1,567 | $1,836-14.7% | $2,721-42.4% | $2,757-43.2% |
| Participant deferral / active EE | $3,229 | $3,027+6.7% | $4,262-24.2% | $4,299-24.9% |
| Admin fee / account holder | $10,812 | $5,166+109.3% | $5,640+91.7% | $6,924+56.1% |