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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 | $129,898 | $80,332+61.7% | $107,187+21.2% | $64,097+102.7% |
| Participation rate | 65.9% | 54.4%+11.4pp | 75.0%-9.2pp | 55.2%+10.7pp |
| Annual return | 4.82% | 24.26%-19.4pp | 204.55%-199.7pp | 34.64%-29.8pp |
| Employer contribution / active EE | $1,462 | $2,501-41.5% | $3,782-61.3% | $1,891-22.7% |
| Participant deferral / active EE | $3,518 | $3,109+13.2% | $5,096-31.0% | $3,080+14.2% |
| Admin fee / account holder | $7,857 | $4,314+82.1% | $9,162-14.3% | $3,454+127.4% |