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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 | $102,422-12.4% | $147,117-39.0% | $80,959+10.8% |
| Participation rate | 62.9% | 75.9%-13.0pp | 82.2%-19.3pp | 67.7%-4.8pp |
| Annual return | 11.54% | 135.16%-123.6pp | 420.54%-409.0pp | 35.67%-24.1pp |
| Employer contribution / active EE | $2,584 | $3,717-30.5% | $4,932-47.6% | $2,757-6.3% |
| Participant deferral / active EE | $6,520 | $6,652-2.0% | $8,065-19.2% | $4,300+51.6% |
| Admin fee / account holder | $9,759 | $7,953+22.7% | $12,993-24.9% | $6,925+40.9% |