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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 | $85,327 | $125,797-32.2% | $170,028-49.8% | $75,181+13.5% |
| Participation rate | 68.3% | 83.6%-15.3pp | 87.0%-18.7pp | 67.2%+1.1pp |
| Annual return | 12.85% | 27.20%-14.3pp | 53.39%-40.5pp | 160.69%-147.8pp |
| Employer contribution / active EE | $2,708 | $4,616-41.3% | $6,788-60.1% | $2,671+1.4% |
| Participant deferral / active EE | $6,434 | $6,838-5.9% | $10,409-38.2% | $4,126+55.9% |
| Admin fee / account holder | $51,700 | $8,177+532.3% | $12,820+303.3% | $5,650+815.1% |