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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 | $98,908 | $102,422-3.4% | $147,117-32.8% | $80,959+22.2% |
| Participation rate | 52.4% | 75.9%-23.5pp | 82.2%-29.8pp | 67.7%-15.3pp |
| Annual return | 11.77% | 135.16%-123.4pp | 420.54%-408.8pp | 35.67%-23.9pp |
| Employer contribution / active EE | $2,465 | $3,717-33.7% | $4,932-50.0% | $2,757-10.6% |
| Participant deferral / active EE | $5,954 | $6,652-10.5% | $8,065-26.2% | $4,300+38.5% |
| Admin fee / account holder | $2,055 | $7,953-74.2% | $12,993-84.2% | $6,925-70.3% |