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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 | $88,501 | $102,422-13.6% | $147,117-39.8% | $80,959+9.3% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.7%-1.0pp |
| Annual return | 11.52% | 135.16%-123.6pp | 420.54%-409.0pp | 35.67%-24.1pp |
| Employer contribution / active EE | $2,262 | $3,717-39.2% | $4,932-54.1% | $2,757-18.0% |
| Participant deferral / active EE | $4,854 | $6,652-27.0% | $8,065-39.8% | $4,300+12.9% |
| Admin fee / account holder | $489 | $7,953-93.9% | $12,993-96.2% | $6,925-92.9% |