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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 | $102,385+37.2% | $147,080-4.5% | $80,935+73.5% |
| Participation rate | 65.7% | 75.9%-10.2pp | 82.2%-16.5pp | 67.7%-1.9pp |
| Annual return | 9.64% | 135.09%-125.5pp | 420.17%-410.5pp | 35.66%-26.0pp |
| Employer contribution / active EE | $993 | $3,717-73.3% | $4,933-79.9% | $2,757-64.0% |
| Participant deferral / active EE | $5,037 | $6,651-24.3% | $8,066-37.6% | $4,299+17.1% |
| Admin fee / account holder | $19,383 | $7,951+143.8% | $12,989+49.2% | $6,924+179.9% |