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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 | $98,058 | $105,200-6.8% | $159,474-38.5% | $85,847+14.2% |
| Participation rate | 57.6% | 75.8%-18.2pp | 82.8%-25.3pp | 69.3%-11.7pp |
| Annual return | 9.53% | 45.08%-35.6pp | 263.68%-254.2pp | 318.61%-309.1pp |
| Employer contribution / active EE | $1,731 | $3,319-47.8% | $4,831-64.2% | $2,565-32.5% |
| Participant deferral / active EE | $2,960 | $5,946-50.2% | $7,353-59.7% | $3,952-25.1% |
| Admin fee / account holder | $55,808 | $6,934+704.8% | $10,802+416.6% | $6,261+791.4% |