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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 | $95,662 | $102,422-6.6% | $147,117-35.0% | $80,959+18.2% |
| Participation rate | 58.3% | 75.9%-17.5pp | 82.2%-23.9pp | 67.7%-9.3pp |
| Annual return | 8.01% | 135.16%-127.1pp | 420.54%-412.5pp | 35.67%-27.7pp |
| Employer contribution / active EE | $1,360 | $3,717-63.4% | $4,932-72.4% | $2,757-50.7% |
| Participant deferral / active EE | $3,525 | $6,652-47.0% | $8,065-56.3% | $4,300-18.0% |
| Admin fee / account holder | $69,103 | $7,953+768.8% | $12,993+431.9% | $6,925+897.8% |