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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 | $132,217 | $117,846+12.2% | $102,434+29.1% | $145,884-9.4% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 7.93% | 31.90%-24.0pp | 29.46%-21.5pp | 551.85%-543.9pp |
| Employer contribution / active EE | $1,129 | $3,615-68.8% | $3,023-62.7% | $4,662-75.8% |
| Participant deferral / active EE | $3,054 | $5,733-46.7% | $5,055-39.6% | $6,690-54.3% |
| Admin fee / account holder | $49,444 | $13,356+270.2% | $9,462+422.6% | $13,392+269.2% |