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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 | $113,071 | $98,766+14.5% | $149,730-24.5% | $79,852+41.6% |
| Participation rate | 58.3% | 75.8%-17.4pp | 82.5%-24.1pp | 69.6%-11.3pp |
| Annual return | 12.35% | 27.43%-15.1pp | 276.70%-264.4pp | 31.72%-19.4pp |
| Employer contribution / active EE | $1,639 | $3,217-49.1% | $4,645-64.7% | $2,471-33.7% |
| Participant deferral / active EE | $4,420 | $5,681-22.2% | $6,843-35.4% | $3,740+18.2% |
| Admin fee / account holder | $8,008 | $6,052+32.3% | $9,310-14.0% | $5,306+50.9% |