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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 | $113,679 | $102,385+11.0% | $147,080-22.7% | $80,935+40.5% |
| Participation rate | 65.1% | 75.9%-10.8pp | 82.2%-17.1pp | 67.7%-2.5pp |
| Annual return | 9.72% | 135.09%-125.4pp | 420.17%-410.4pp | 35.66%-25.9pp |
| Employer contribution / active EE | $2,349 | $3,717-36.8% | $4,933-52.4% | $2,757-14.8% |
| Participant deferral / active EE | $6,311 | $6,651-5.1% | $8,066-21.8% | $4,299+46.8% |
| Admin fee / account holder | $5,064 | $7,951-36.3% | $12,989-61.0% | $6,924-26.9% |