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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 | $82,164 | $102,385-19.8% | $147,080-44.1% | $80,935+1.5% |
| Participation rate | 42.9% | 75.9%-33.0pp | 82.2%-39.3pp | 67.7%-24.8pp |
| Annual return | 11.35% | 135.09%-123.7pp | 420.17%-408.8pp | 35.66%-24.3pp |
| Employer contribution / active EE | $2,287 | $3,717-38.5% | $4,933-53.6% | $2,757-17.0% |
| Participant deferral / active EE | $4,766 | $6,651-28.3% | $8,066-40.9% | $4,299+10.9% |
| Admin fee / account holder | $28,530 | $7,951+258.8% | $12,989+119.7% | $6,924+312.0% |