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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 | $133,958 | $102,429+30.8% | $147,096-8.9% | $80,925+65.5% |
| Participation rate | 55.8% | 75.9%-20.0pp | 82.2%-26.4pp | 67.7%-11.8pp |
| Annual return | 10.22% | 135.02%-124.8pp | 419.75%-409.5pp | 35.65%-25.4pp |
| Employer contribution / active EE | $2,747 | $3,716-26.1% | $4,936-44.4% | $2,756-0.4% |
| Participant deferral / active EE | $4,847 | $6,649-27.1% | $8,071-39.9% | $4,299+12.8% |
| Admin fee / account holder | $22,414 | $7,957+181.7% | $13,005+72.3% | $6,940+223.0% |