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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 | $130,516 | $93,589+39.5% | $135,942-4.0% | $75,181+73.6% |
| Participation rate | 67.6% | 75.2%-7.6pp | 81.9%-14.3pp | 67.2%+0.4pp |
| Annual return | 10.90% | 30.90%-20.0pp | 68.28%-57.4pp | 160.69%-149.8pp |
| Employer contribution / active EE | $2,531 | $3,537-28.4% | $4,858-47.9% | $2,671-5.2% |
| Participant deferral / active EE | $6,232 | $6,405-2.7% | $7,759-19.7% | $4,126+51.1% |
| Admin fee / account holder | $25,506 | $6,977+265.6% | $10,764+137.0% | $5,650+351.4% |