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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 | $88,374 | $98,776-10.5% | $149,745-41.0% | $79,856+10.7% |
| Participation rate | 53.3% | 75.8%-22.5pp | 82.5%-29.1pp | 69.6%-16.3pp |
| Annual return | 9.02% | 27.38%-18.4pp | 276.72%-267.7pp | 31.71%-22.7pp |
| Employer contribution / active EE | $1,788 | $3,217-44.4% | $4,646-61.5% | $2,471-27.6% |
| Participant deferral / active EE | $5,014 | $5,681-11.8% | $6,843-26.7% | $3,741+34.0% |
| Admin fee / account holder | $2,449 | $6,053-59.5% | $9,312-73.7% | $5,306-53.8% |