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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 | $102,393-19.7% | $147,041-44.1% | $80,911+1.6% |
| Participation rate | 57.6% | 75.9%-18.2pp | 82.2%-24.6pp | 67.6%-10.0pp |
| Annual return | 11.56% | 134.95%-123.4pp | 419.21%-407.6pp | 35.63%-24.1pp |
| Employer contribution / active EE | $1,604 | $3,715-56.8% | $4,935-67.5% | $2,756-41.8% |
| Participant deferral / active EE | $5,684 | $6,647-14.5% | $8,071-29.6% | $4,297+32.3% |
| Admin fee / account holder | $9,958 | $7,943+25.4% | $13,006-23.4% | $6,935+43.6% |