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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 | $83,428 | $98,760-15.5% | $149,715-44.3% | $79,858+4.5% |
| Participation rate | 63.6% | 75.8%-12.1pp | 82.5%-18.8pp | 69.6%-6.0pp |
| Annual return | 11.28% | 27.43%-16.1pp | 276.66%-265.4pp | 31.72%-20.4pp |
| Employer contribution / active EE | $2,875 | $3,217-10.6% | $4,645-38.1% | $2,471+16.4% |
| Participant deferral / active EE | $5,145 | $5,681-9.4% | $6,842-24.8% | $3,740+37.6% |
| Admin fee / account holder | $15,719 | $6,053+159.7% | $9,310+68.8% | $5,306+196.3% |