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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 | $56,517 | $98,766-42.8% | $149,730-62.3% | $79,852-29.2% |
| Participation rate | 62.5% | 75.8%-13.3pp | 82.5%-20.0pp | 69.6%-7.1pp |
| Annual return | 10.44% | 27.43%-17.0pp | 276.70%-266.3pp | 31.72%-21.3pp |
| Employer contribution / active EE | $1,409 | $3,217-56.2% | $4,645-69.7% | $2,471-43.0% |
| Participant deferral / active EE | $5,120 | $5,681-9.9% | $6,843-25.2% | $3,740+36.9% |
| Admin fee / account holder | $12,452 | $6,052+105.8% | $9,310+33.7% | $5,306+134.7% |