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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 | $102,385-70.9% | $147,080-79.7% | $80,935-63.2% |
| Participation rate | 65.5% | 75.9%-10.4pp | 82.2%-16.7pp | 67.7%-2.1pp |
| Annual return | 11.80% | 135.09%-123.3pp | 420.17%-408.4pp | 35.66%-23.9pp |
| Employer contribution / active EE | $1,380 | $3,717-62.9% | $4,933-72.0% | $2,757-50.0% |
| Participant deferral / active EE | $2,752 | $6,651-58.6% | $8,066-65.9% | $4,299-36.0% |
| Admin fee / account holder | $11,549 | $7,951+45.2% | $12,989-11.1% | $6,924+66.8% |