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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 | $126,720 | $57,352+120.9% | $83,830+51.2% | $64,173+97.5% |
| Participation rate | 69.2% | 68.6%+0.6pp | 76.1%-6.9pp | 69.6%-0.3pp |
| Annual return | -9.01% | 11.38%-20.4pp | 850.97%-860.0pp | 7.63%-16.6pp |
| Employer contribution / active EE | $1,691 | $2,546-33.6% | $3,631-53.4% | $2,381-29.0% |
| Participant deferral / active EE | $5,196 | $2,993+73.6% | $4,082+27.3% | $3,470+49.7% |
| Admin fee / account holder | $4,310 | $4,046+6.5% | $5,479-21.3% | $4,887-11.8% |