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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 | $120,276 | $94,529+27.2% | $140,019-14.1% | $64,173+87.4% |
| Participation rate | 63.5% | 84.1%-20.6pp | 87.5%-24.0pp | 69.6%-6.1pp |
| Annual return | -8.78% | 7.77%-16.6pp | 651.15%-659.9pp | 7.63%-16.4pp |
| Employer contribution / active EE | $18,737 | $3,812+391.5% | $5,605+234.3% | $2,381+687.0% |
| Participant deferral / active EE | $10,401 | $5,250+98.1% | $6,927+50.2% | $3,470+199.8% |
| Admin fee / account holder | $8,029 | $6,741+19.1% | $10,705-25.0% | $4,887+64.3% |