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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 | $123,652 | $98,766+25.2% | $149,730-17.4% | $79,852+54.9% |
| Participation rate | 66.3% | 75.8%-9.5pp | 82.5%-16.2pp | 69.6%-3.4pp |
| Annual return | 9.83% | 27.43%-17.6pp | 276.70%-266.9pp | 31.72%-21.9pp |
| Employer contribution / active EE | $2,387 | $3,217-25.8% | $4,645-48.6% | $2,471-3.4% |
| Participant deferral / active EE | $4,175 | $5,681-26.5% | $6,843-39.0% | $3,740+11.6% |
| Admin fee / account holder | $10,899 | $6,052+80.1% | $9,310+17.1% | $5,306+105.4% |