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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 | $97,013 | $84,741+14.5% | $75,731+28.1% | $167,553-42.1% |
| Participation rate | 45.5% | 77.8%-32.4pp | 74.8%-29.4pp | 82.1%-36.7pp |
| Annual return | 7.09% | 199.72%-192.6pp | 104.65%-97.6pp | 478.89%-471.8pp |
| Employer contribution / active EE | $1,502 | $3,230-53.5% | $2,743-45.3% | $4,840-69.0% |
| Participant deferral / active EE | $4,881 | $4,577+6.6% | $3,820+27.8% | $6,343-23.0% |
| Admin fee / account holder | $10,436 | $5,361+94.7% | $3,620+188.3% | $12,316-15.3% |