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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 | $140,442 | $102,429+37.1% | $147,096-4.5% | $80,925+73.5% |
| Participation rate | 65.7% | 75.9%-10.1pp | 82.2%-16.5pp | 67.7%-1.9pp |
| Annual return | 9.64% | 135.02%-125.4pp | 419.75%-410.1pp | 35.65%-26.0pp |
| Employer contribution / active EE | $993 | $3,716-73.3% | $4,936-79.9% | $2,756-64.0% |
| Participant deferral / active EE | $5,037 | $6,649-24.2% | $8,071-37.6% | $4,299+17.2% |
| Admin fee / account holder | $19,383 | $7,957+143.6% | $13,005+49.0% | $6,940+179.3% |