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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 | $29,794 | $102,429-70.9% | $147,096-79.7% | $80,925-63.2% |
| Participation rate | 65.5% | 75.9%-10.3pp | 82.2%-16.7pp | 67.7%-2.1pp |
| Annual return | 11.80% | 135.02%-123.2pp | 419.75%-408.0pp | 35.65%-23.9pp |
| Employer contribution / active EE | $1,380 | $3,716-62.9% | $4,936-72.0% | $2,756-49.9% |
| Participant deferral / active EE | $2,752 | $6,649-58.6% | $8,071-65.9% | $4,299-36.0% |
| Admin fee / account holder | $11,549 | $7,957+45.1% | $13,005-11.2% | $6,940+66.4% |