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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 | $110,772 | $102,422+8.2% | $147,117-24.7% | $80,959+36.8% |
| Participation rate | 61.3% | 75.9%-14.6pp | 82.2%-20.9pp | 67.7%-6.4pp |
| Annual return | 11.14% | 135.16%-124.0pp | 420.54%-409.4pp | 35.67%-24.5pp |
| Employer contribution / active EE | $3,321 | $3,717-10.7% | $4,932-32.7% | $2,757+20.4% |
| Participant deferral / active EE | $5,371 | $6,652-19.3% | $8,065-33.4% | $4,300+24.9% |
| Admin fee / account holder | $2,379 | $7,953-70.1% | $12,993-81.7% | $6,925-65.7% |