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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 | $85,025 | $102,385-17.0% | $147,080-42.2% | $80,935+5.1% |
| Participation rate | 50.5% | 75.9%-25.3pp | 82.2%-31.6pp | 67.7%-17.1pp |
| Annual return | 11.53% | 135.09%-123.6pp | 420.17%-408.6pp | 35.66%-24.1pp |
| Employer contribution / active EE | $1,100 | $3,717-70.4% | $4,933-77.7% | $2,757-60.1% |
| Participant deferral / active EE | $7,134 | $6,651+7.3% | $8,066-11.6% | $4,299+65.9% |
| Admin fee / account holder | $17,385 | $7,951+118.6% | $12,989+33.8% | $6,924+151.1% |