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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 | $125,142 | $98,776+26.7% | $149,745-16.4% | $79,856+56.7% |
| Participation rate | 63.3% | 75.8%-12.5pp | 82.5%-19.2pp | 69.6%-6.4pp |
| Annual return | -7.56% | 27.38%-34.9pp | 276.72%-284.3pp | 31.71%-39.3pp |
| Employer contribution / active EE | $3,239 | $3,217+0.7% | $4,646-30.3% | $2,471+31.1% |
| Participant deferral / active EE | $4,218 | $5,681-25.8% | $6,843-38.4% | $3,741+12.8% |
| Admin fee / account holder | $6,883 | $6,053+13.7% | $9,312-26.1% | $5,306+29.7% |