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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 | $134,731 | $91,536+47.2% | $130,062+3.6% | $75,177+79.2% |
| Participation rate | 60.5% | 71.5%-10.9pp | 78.5%-18.0pp | 67.2%-6.7pp |
| Annual return | 12.60% | -631.62%+644.2pp | -137.37%+150.0pp | 160.75%-148.2pp |
| Employer contribution / active EE | $1,925 | $2,845-32.3% | $4,322-55.5% | $2,671-27.9% |
| Participant deferral / active EE | $4,851 | $4,343+11.7% | $5,821-16.7% | $4,126+17.6% |
| Admin fee / account holder | $1,821 | $6,780-73.1% | $10,601-82.8% | $5,651-67.8% |