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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 | $87,067 | $102,422-15.0% | $147,117-40.8% | $80,959+7.5% |
| Participation rate | 64.8% | 75.9%-11.1pp | 82.2%-17.4pp | 67.7%-2.9pp |
| Annual return | 10.38% | 135.16%-124.8pp | 420.54%-410.2pp | 35.67%-25.3pp |
| Employer contribution / active EE | $2,397 | $3,717-35.5% | $4,932-51.4% | $2,757-13.1% |
| Participant deferral / active EE | $3,931 | $6,652-40.9% | $8,065-51.3% | $4,300-8.6% |
| Admin fee / account holder | $4,361 | $7,953-45.2% | $12,993-66.4% | $6,925-37.0% |