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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 | $134,843 | $123,478+9.2% | $216,567-37.7% | $94,015+43.4% |
| Participation rate | 64.9% | 75.1%-10.2pp | 81.6%-16.8pp | 70.8%-6.0pp |
| Annual return | 9.58% | 23.61%-14.0pp | 12.94%-3.4pp | 17.84%-8.3pp |
| Employer contribution / active EE | $1,469 | $3,136-53.2% | $5,216-71.8% | $2,790-47.4% |
| Participant deferral / active EE | $2,657 | $4,556-41.7% | $6,191-57.1% | $4,249-37.5% |
| Admin fee / account holder | $52,279 | $12,753+309.9% | $21,981+137.8% | $8,951+484.0% |