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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 | $129,818 | $102,385+26.8% | $147,080-11.7% | $80,935+60.4% |
| Participation rate | 60.0% | 75.9%-15.9pp | 82.2%-22.2pp | 67.7%-7.7pp |
| Annual return | 11.46% | 135.09%-123.6pp | 420.17%-408.7pp | 35.66%-24.2pp |
| Employer contribution / active EE | $2,411 | $3,717-35.1% | $4,933-51.1% | $2,757-12.5% |
| Participant deferral / active EE | $6,210 | $6,651-6.6% | $8,066-23.0% | $4,299+44.4% |
| Admin fee / account holder | $694 | $7,951-91.3% | $12,989-94.7% | $6,924-90.0% |