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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 | $85,310 | $102,382-16.7% | $147,005-42.0% | $80,874+5.5% |
| Participation rate | 48.8% | 75.8%-27.0pp | 82.2%-33.3pp | 67.6%-18.8pp |
| Annual return | 11.32% | 134.89%-123.6pp | 418.76%-407.4pp | 35.62%-24.3pp |
| Employer contribution / active EE | $1,613 | $3,715-56.6% | $4,934-67.3% | $2,756-41.5% |
| Participant deferral / active EE | $5,028 | $6,646-24.3% | $8,070-37.7% | $4,297+17.0% |
| Admin fee / account holder | $7,853 | $7,942-1.1% | $13,006-39.6% | $6,935+13.2% |