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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 | $139,176 | $102,382+35.9% | $147,005-5.3% | $80,874+72.1% |
| Participation rate | 63.5% | 75.8%-12.4pp | 82.2%-18.7pp | 67.6%-4.2pp |
| Annual return | 10.72% | 134.89%-124.2pp | 418.76%-408.0pp | 35.62%-24.9pp |
| Employer contribution / active EE | $2,507 | $3,715-32.5% | $4,934-49.2% | $2,756-9.0% |
| Participant deferral / active EE | $5,343 | $6,646-19.6% | $8,070-33.8% | $4,297+24.4% |
| Admin fee / account holder | $4,302 | $7,942-45.8% | $13,006-66.9% | $6,935-38.0% |