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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 | $79,962 | $102,385-21.9% | $147,080-45.6% | $80,935-1.2% |
| Participation rate | 69.2% | 75.9%-6.6pp | 82.2%-13.0pp | 67.7%+1.6pp |
| Annual return | 11.36% | 135.09%-123.7pp | 420.17%-408.8pp | 35.66%-24.3pp |
| Employer contribution / active EE | $3,389 | $3,717-8.8% | $4,933-31.3% | $2,757+22.9% |
| Participant deferral / active EE | $5,601 | $6,651-15.8% | $8,066-30.6% | $4,299+30.3% |
| Admin fee / account holder | $4,441 | $7,951-44.1% | $12,989-65.8% | $6,924-35.9% |