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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 | $131,905 | $102,429+28.8% | $147,096-10.3% | $80,925+63.0% |
| Participation rate | 67.9% | 75.9%-8.0pp | 82.2%-14.3pp | 67.7%+0.2pp |
| Annual return | 11.17% | 135.02%-123.9pp | 419.75%-408.6pp | 35.65%-24.5pp |
| Employer contribution / active EE | $1,474 | $3,716-60.3% | $4,936-70.1% | $2,756-46.5% |
| Participant deferral / active EE | $8,411 | $6,649+26.5% | $8,071+4.2% | $4,299+95.7% |
| Admin fee / account holder | $3,001 | $7,957-62.3% | $13,005-76.9% | $6,940-56.8% |