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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 | $112,730 | $102,422+10.1% | $147,117-23.4% | $80,959+39.2% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.7%-1.0pp |
| Annual return | 11.37% | 135.16%-123.8pp | 420.54%-409.2pp | 35.67%-24.3pp |
| Employer contribution / active EE | $2,532 | $3,717-31.9% | $4,932-48.7% | $2,757-8.2% |
| Participant deferral / active EE | $6,504 | $6,652-2.2% | $8,065-19.4% | $4,300+51.2% |
| Admin fee / account holder | $5,032 | $7,953-36.7% | $12,993-61.3% | $6,925-27.3% |