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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 | $102,422-36.6% | $147,117-55.9% | $80,959-19.8% |
| Participation rate | 63.6% | 75.9%-12.2pp | 82.2%-18.5pp | 67.7%-4.0pp |
| Annual return | 11.79% | 135.16%-123.4pp | 420.54%-408.7pp | 35.67%-23.9pp |
| Employer contribution / active EE | $1,031 | $3,717-72.3% | $4,932-79.1% | $2,757-62.6% |
| Participant deferral / active EE | $4,782 | $6,652-28.1% | $8,065-40.7% | $4,300+11.2% |
| Admin fee / account holder | $5,078 | $7,953-36.2% | $12,993-60.9% | $6,925-26.7% |