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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 | $102,429-11.3% | $147,096-38.2% | $80,925+12.2% |
| Participation rate | 69.4% | 75.9%-6.5pp | 82.2%-12.8pp | 67.7%+1.7pp |
| Annual return | 11.16% | 135.02%-123.9pp | 419.75%-408.6pp | 35.65%-24.5pp |
| Employer contribution / active EE | $1,922 | $3,716-48.3% | $4,936-61.1% | $2,756-30.3% |
| Participant deferral / active EE | $4,573 | $6,649-31.2% | $8,071-43.3% | $4,299+6.4% |
| Admin fee / account holder | $9,702 | $7,957+21.9% | $13,005-25.4% | $6,940+39.8% |