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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 | $110,246 | $101,591+8.5% | $147,096-25.1% | $74,429+48.1% |
| Participation rate | 60.9% | 75.5%-14.6pp | 82.2%-21.3pp | 67.2%-6.3pp |
| Annual return | 10.24% | 8746.45%-8736.2pp | 419.75%-409.5pp | 1368.38%-1358.1pp |
| Employer contribution / active EE | $1,633 | $3,813-57.2% | $4,936-66.9% | $2,625-37.8% |
| Participant deferral / active EE | $6,903 | $7,302-5.5% | $8,071-14.5% | $4,348+58.8% |
| Admin fee / account holder | $9,118 | $1,750+421.0% | $13,005-29.9% | $1,944+369.0% |