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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 | $90,983 | $102,385-11.1% | $147,080-38.1% | $80,935+12.4% |
| Participation rate | 68.1% | 75.9%-7.8pp | 82.2%-14.1pp | 67.7%+0.5pp |
| Annual return | 11.42% | 135.09%-123.7pp | 420.17%-408.8pp | 35.66%-24.2pp |
| Employer contribution / active EE | $2,497 | $3,717-32.8% | $4,933-49.4% | $2,757-9.4% |
| Participant deferral / active EE | $6,166 | $6,651-7.3% | $8,066-23.6% | $4,299+43.4% |
| Admin fee / account holder | $24,053 | $7,951+202.5% | $12,989+85.2% | $6,924+247.4% |