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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 | $122,380 | $96,419+26.9% | $80,648+51.7% | $139,487-12.3% |
| Participation rate | 69.2% | 73.6%-4.4pp | 67.0%+2.2pp | 80.3%-11.1pp |
| Annual return | 9.05% | 1352.86%-1343.8pp | 937.21%-928.2pp | 373.84%-364.8pp |
| Employer contribution / active EE | $2,130 | $3,261-34.7% | $2,724-21.8% | $4,755-55.2% |
| Participant deferral / active EE | $4,582 | $5,225-12.3% | $4,443+3.1% | $6,713-31.7% |
| Admin fee / account holder | $1,165 | $6,605-82.4% | $5,382-78.3% | $11,407-89.8% |