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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 | $138,095 | $102,393+34.9% | $147,041-6.1% | $80,911+70.7% |
| Participation rate | 53.5% | 75.9%-22.4pp | 82.2%-28.7pp | 67.6%-14.2pp |
| Annual return | 5.60% | 134.95%-129.3pp | 419.21%-413.6pp | 35.63%-30.0pp |
| Employer contribution / active EE | $2,012 | $3,715-45.8% | $4,935-59.2% | $2,756-27.0% |
| Participant deferral / active EE | $4,502 | $6,647-32.3% | $8,071-44.2% | $4,297+4.8% |
| Admin fee / account holder | $625 | $7,943-92.1% | $13,006-95.2% | $6,935-91.0% |