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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 | $102,429+35.9% | $147,096-5.4% | $80,925+72.0% |
| Participation rate | 63.5% | 75.9%-12.4pp | 82.2%-18.7pp | 67.7%-4.2pp |
| Annual return | 10.72% | 135.02%-124.3pp | 419.75%-409.0pp | 35.65%-24.9pp |
| Employer contribution / active EE | $2,507 | $3,716-32.5% | $4,936-49.2% | $2,756-9.0% |
| Participant deferral / active EE | $5,343 | $6,649-19.6% | $8,071-33.8% | $4,299+24.3% |
| Admin fee / account holder | $4,302 | $7,957-45.9% | $13,005-66.9% | $6,940-38.0% |