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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 | $82,184 | $102,385-19.7% | $147,080-44.1% | $80,935+1.5% |
| Participation rate | 57.6% | 75.9%-18.3pp | 82.2%-24.6pp | 67.7%-10.1pp |
| Annual return | 11.56% | 135.09%-123.5pp | 420.17%-408.6pp | 35.66%-24.1pp |
| Employer contribution / active EE | $1,604 | $3,717-56.8% | $4,933-67.5% | $2,757-41.8% |
| Participant deferral / active EE | $5,684 | $6,651-14.5% | $8,066-29.5% | $4,299+32.2% |
| Admin fee / account holder | $9,958 | $7,951+25.2% | $12,989-23.3% | $6,924+43.8% |