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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 | $94,520 | $102,385-7.7% | $147,080-35.7% | $80,935+16.8% |
| Participation rate | 56.3% | 75.9%-19.6pp | 82.2%-25.9pp | 67.7%-11.4pp |
| Annual return | 11.49% | 135.09%-123.6pp | 420.17%-408.7pp | 35.66%-24.2pp |
| Employer contribution / active EE | $1,866 | $3,717-49.8% | $4,933-62.2% | $2,757-32.3% |
| Participant deferral / active EE | $4,181 | $6,651-37.1% | $8,066-48.2% | $4,299-2.7% |
| Admin fee / account holder | $18,201 | $7,951+128.9% | $12,989+40.1% | $6,924+162.9% |