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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 | $102,429-16.7% | $147,096-42.0% | $80,925+5.4% |
| Participation rate | 48.8% | 75.9%-27.0pp | 82.2%-33.3pp | 67.7%-18.8pp |
| Annual return | 11.32% | 135.02%-123.7pp | 419.75%-408.4pp | 35.65%-24.3pp |
| Employer contribution / active EE | $1,613 | $3,716-56.6% | $4,936-67.3% | $2,756-41.5% |
| Participant deferral / active EE | $5,028 | $6,649-24.4% | $8,071-37.7% | $4,299+17.0% |
| Admin fee / account holder | $7,853 | $7,957-1.3% | $13,005-39.6% | $6,940+13.1% |