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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 | $74,087 | $102,385-27.6% | $147,080-49.6% | $80,935-8.5% |
| Participation rate | 56.6% | 75.9%-19.3pp | 82.2%-25.6pp | 67.7%-11.1pp |
| Annual return | 10.92% | 135.09%-124.2pp | 420.17%-409.2pp | 35.66%-24.7pp |
| Employer contribution / active EE | $4,096 | $3,717+10.2% | $4,933-17.0% | $2,757+48.6% |
| Participant deferral / active EE | $5,602 | $6,651-15.8% | $8,066-30.6% | $4,299+30.3% |
| Admin fee / account holder | $6,398 | $7,951-19.5% | $12,989-50.7% | $6,924-7.6% |