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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 | $102,385-11.7% | $147,080-38.5% | $80,935+11.7% |
| Participation rate | 69.2% | 75.9%-6.6pp | 82.2%-13.0pp | 67.7%+1.6pp |
| Annual return | 9.37% | 135.09%-125.7pp | 420.17%-410.8pp | 35.66%-26.3pp |
| Employer contribution / active EE | $2,727 | $3,717-26.6% | $4,933-44.7% | $2,757-1.1% |
| Participant deferral / active EE | $6,499 | $6,651-2.3% | $8,066-19.4% | $4,299+51.2% |
| Admin fee / account holder | $44,059 | $7,951+454.1% | $12,989+239.2% | $6,924+536.3% |