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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 | $90,407 | $102,429-11.7% | $147,096-38.5% | $80,925+11.7% |
| Participation rate | 69.2% | 75.9%-6.6pp | 82.2%-12.9pp | 67.7%+1.6pp |
| Annual return | 9.37% | 135.02%-125.6pp | 419.75%-410.4pp | 35.65%-26.3pp |
| Employer contribution / active EE | $2,727 | $3,716-26.6% | $4,936-44.7% | $2,756-1.0% |
| Participant deferral / active EE | $6,499 | $6,649-2.2% | $8,071-19.5% | $4,299+51.2% |
| Admin fee / account holder | $44,059 | $7,957+453.7% | $13,005+238.8% | $6,940+534.9% |