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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 | $138,513 | $100,938+37.2% | $90,461+53.1% | $158,982-12.9% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 4.60% | 1727.20%-1722.6pp | 1294.76%-1290.2pp | 302.99%-298.4pp |
| Employer contribution / active EE | $1,376 | $3,691-62.7% | $3,264-57.8% | $4,763-71.1% |
| Participant deferral / active EE | $9,100 | $4,350+109.2% | $3,964+129.5% | $5,983+52.1% |
| Admin fee / account holder | $1,689 | $6,510-74.0% | $5,617-69.9% | $11,252-85.0% |