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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 | $112,988 | $102,385+10.4% | $147,080-23.2% | $80,935+39.6% |
| Participation rate | 22.6% | 75.9%-53.3pp | 82.2%-59.6pp | 67.7%-45.1pp |
| Annual return | 11.49% | 135.09%-123.6pp | 420.17%-408.7pp | 35.66%-24.2pp |
| Employer contribution / active EE | $1,075 | $3,717-71.1% | $4,933-78.2% | $2,757-61.0% |
| Participant deferral / active EE | $3,375 | $6,651-49.3% | $8,066-58.2% | $4,299-21.5% |
| Admin fee / account holder | $5,941 | $7,951-25.3% | $12,989-54.3% | $6,924-14.2% |