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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 | $73,602 | $102,422-28.1% | $147,117-50.0% | $80,959-9.1% |
| Participation rate | 69.4% | 75.9%-6.4pp | 82.2%-12.7pp | 67.7%+1.8pp |
| Annual return | 8.78% | 135.16%-126.4pp | 420.54%-411.8pp | 35.67%-26.9pp |
| Employer contribution / active EE | $1,925 | $3,717-48.2% | $4,932-61.0% | $2,757-30.2% |
| Participant deferral / active EE | $6,582 | $6,652-1.1% | $8,065-18.4% | $4,300+53.1% |
| Admin fee / account holder | $3,606 | $7,953-54.7% | $12,993-72.2% | $6,925-47.9% |