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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 | $89,715 | $102,429-12.4% | $147,096-39.0% | $80,925+10.9% |
| Participation rate | 62.9% | 75.9%-13.0pp | 82.2%-19.3pp | 67.7%-4.8pp |
| Annual return | 11.54% | 135.02%-123.5pp | 419.75%-408.2pp | 35.65%-24.1pp |
| Employer contribution / active EE | $2,584 | $3,716-30.5% | $4,936-47.7% | $2,756-6.3% |
| Participant deferral / active EE | $6,520 | $6,649-1.9% | $8,071-19.2% | $4,299+51.7% |
| Admin fee / account holder | $9,759 | $7,957+22.7% | $13,005-25.0% | $6,940+40.6% |