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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 | $102,382-15.0% | $147,005-40.8% | $80,874+7.7% |
| Participation rate | 64.8% | 75.8%-11.0pp | 82.2%-17.3pp | 67.6%-2.8pp |
| Annual return | 10.38% | 134.89%-124.5pp | 418.76%-408.4pp | 35.62%-25.2pp |
| Employer contribution / active EE | $2,397 | $3,715-35.5% | $4,934-51.4% | $2,756-13.0% |
| Participant deferral / active EE | $3,931 | $6,646-40.8% | $8,070-51.3% | $4,297-8.5% |
| Admin fee / account holder | $4,361 | $7,942-45.1% | $13,006-66.5% | $6,935-37.1% |