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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 | $90,834 | $102,422-11.3% | $147,117-38.3% | $80,959+12.2% |
| Participation rate | 69.4% | 75.9%-6.5pp | 82.2%-12.8pp | 67.7%+1.7pp |
| Annual return | 11.16% | 135.16%-124.0pp | 420.54%-409.4pp | 35.67%-24.5pp |
| Employer contribution / active EE | $1,922 | $3,717-48.3% | $4,932-61.0% | $2,757-30.3% |
| Participant deferral / active EE | $4,573 | $6,652-31.3% | $8,065-43.3% | $4,300+6.3% |
| Admin fee / account holder | $9,702 | $7,953+22.0% | $12,993-25.3% | $6,925+40.1% |