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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 | $74,423 | $83,045-10.4% | $130,045-42.8% | $71,511+4.1% |
| Participation rate | 54.7% | 74.1%-19.4pp | 78.5%-23.8pp | 67.9%-13.2pp |
| Annual return | 13.14% | 20.61%-7.5pp | -137.30%+150.4pp | 28.86%-15.7pp |
| Employer contribution / active EE | $1,814 | $2,623-30.9% | $4,321-58.0% | $2,589-29.9% |
| Participant deferral / active EE | $3,122 | $4,436-29.6% | $5,820-46.4% | $4,291-27.2% |
| Admin fee / account holder | $5,102 | $1,727+195.4% | $10,600-51.9% | $1,588+221.2% |