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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 | $117,932 | $102,382+15.2% | $147,005-19.8% | $80,874+45.8% |
| Participation rate | 68.4% | 75.8%-7.4pp | 82.2%-13.7pp | 67.6%+0.8pp |
| Annual return | 10.56% | 134.89%-124.3pp | 418.76%-408.2pp | 35.62%-25.1pp |
| Employer contribution / active EE | $1,717 | $3,715-53.8% | $4,934-65.2% | $2,756-37.7% |
| Participant deferral / active EE | $6,195 | $6,646-6.8% | $8,070-23.2% | $4,297+44.2% |
| Admin fee / account holder | $32,686 | $7,942+311.5% | $13,006+151.3% | $6,935+371.3% |