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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 | $126,166 | $102,382+23.2% | $147,005-14.2% | $80,874+56.0% |
| Participation rate | 61.3% | 75.8%-14.6pp | 82.2%-20.9pp | 67.6%-6.4pp |
| Annual return | 9.67% | 134.89%-125.2pp | 418.76%-409.1pp | 35.62%-25.9pp |
| Employer contribution / active EE | $1,641 | $3,715-55.8% | $4,934-66.7% | $2,756-40.4% |
| Participant deferral / active EE | $3,872 | $6,646-41.7% | $8,070-52.0% | $4,297-9.9% |
| Admin fee / account holder | $22,275 | $7,942+180.5% | $13,006+71.3% | $6,935+221.2% |