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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 | $64,933 | $102,382-36.6% | $147,005-55.8% | $80,874-19.7% |
| Participation rate | 63.6% | 75.8%-12.2pp | 82.2%-18.5pp | 67.6%-4.0pp |
| Annual return | 11.79% | 134.89%-123.1pp | 418.76%-407.0pp | 35.62%-23.8pp |
| Employer contribution / active EE | $1,031 | $3,715-72.3% | $4,934-79.1% | $2,756-62.6% |
| Participant deferral / active EE | $4,782 | $6,646-28.1% | $8,070-40.7% | $4,297+11.3% |
| Admin fee / account holder | $5,078 | $7,942-36.1% | $13,006-61.0% | $6,935-26.8% |