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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 | $95,712 | $98,760-3.1% | $149,715-36.1% | $79,858+19.9% |
| Participation rate | 64.3% | 75.8%-11.5pp | 82.5%-18.2pp | 69.6%-5.3pp |
| Annual return | 4.94% | 27.43%-22.5pp | 276.66%-271.7pp | 31.72%-26.8pp |
| Employer contribution / active EE | $707 | $3,217-78.0% | $4,645-84.8% | $2,471-71.4% |
| Participant deferral / active EE | $6,165 | $5,681+8.5% | $6,842-9.9% | $3,740+64.8% |
| Admin fee / account holder | $46,631 | $6,053+670.3% | $9,310+400.9% | $5,306+778.8% |