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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 | $134,285 | $88,702+51.4% | $81,780+64.2% | $145,978-8.0% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 6.63% | 1029.12%-1022.5pp | 776.27%-769.6pp | 550.52%-543.9pp |
| Employer contribution / active EE | $3,450 | $3,084+11.9% | $2,914+18.4% | $4,662-26.0% |
| Participant deferral / active EE | $5,750 | $4,645+23.8% | $4,321+33.1% | $6,690-14.0% |
| Admin fee / account holder | $1,977 | $8,414-76.5% | $7,384-73.2% | $13,400-85.2% |