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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 | $88,368 | $102,422-13.7% | $147,117-39.9% | $80,959+9.2% |
| Participation rate | 56.3% | 75.9%-19.6pp | 82.2%-25.9pp | 67.7%-11.4pp |
| Annual return | 10.77% | 135.16%-124.4pp | 420.54%-409.8pp | 35.67%-24.9pp |
| Employer contribution / active EE | $1,895 | $3,717-49.0% | $4,932-61.6% | $2,757-31.3% |
| Participant deferral / active EE | $3,430 | $6,652-48.4% | $8,065-57.5% | $4,300-20.2% |
| Admin fee / account holder | $8,040 | $7,953+1.1% | $12,993-38.1% | $6,925+16.1% |