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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 | $117,990 | $102,382+15.2% | $147,005-19.7% | $80,874+45.9% |
| Participation rate | 61.1% | 75.8%-14.7pp | 82.2%-21.0pp | 67.6%-6.5pp |
| Annual return | 11.48% | 134.89%-123.4pp | 418.76%-407.3pp | 35.62%-24.1pp |
| Employer contribution / active EE | $1,083 | $3,715-70.8% | $4,934-78.0% | $2,756-60.7% |
| Participant deferral / active EE | $9,186 | $6,646+38.2% | $8,070+13.8% | $4,297+113.8% |
| Admin fee / account holder | $41,662 | $7,942+424.6% | $13,006+220.3% | $6,935+500.7% |