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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 | $144,587 | $102,393+41.2% | $147,041-1.7% | $80,911+78.7% |
| Participation rate | 65.5% | 75.9%-10.3pp | 82.2%-16.7pp | 67.6%-2.1pp |
| Annual return | 10.75% | 134.95%-124.2pp | 419.21%-408.5pp | 35.63%-24.9pp |
| Employer contribution / active EE | $1,977 | $3,715-46.8% | $4,935-59.9% | $2,756-28.3% |
| Participant deferral / active EE | $7,053 | $6,647+6.1% | $8,071-12.6% | $4,297+64.1% |
| Admin fee / account holder | $6,764 | $7,943-14.9% | $13,006-48.0% | $6,935-2.5% |