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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 | $123,465 | $91,525+34.9% | $130,026-5.0% | $75,181+64.2% |
| Participation rate | 64.3% | 71.4%-7.2pp | 78.5%-14.2pp | 67.2%-2.9pp |
| Annual return | 9.95% | -631.40%+641.4pp | -137.26%+147.2pp | 160.69%-150.7pp |
| Employer contribution / active EE | $3,452 | $2,844+21.4% | $4,321-20.1% | $2,671+29.3% |
| Participant deferral / active EE | $7,374 | $4,342+69.8% | $5,821+26.7% | $4,126+78.7% |
| Admin fee / account holder | $2,226 | $6,778-67.2% | $10,608-79.0% | $5,650-60.6% |