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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 | $77,721 | $102,422-24.1% | $147,117-47.2% | $80,959-4.0% |
| Participation rate | 61.5% | 75.9%-14.3pp | 82.2%-20.6pp | 67.7%-6.1pp |
| Annual return | 10.03% | 135.16%-125.1pp | 420.54%-410.5pp | 35.67%-25.6pp |
| Employer contribution / active EE | $1,398 | $3,717-62.4% | $4,932-71.7% | $2,757-49.3% |
| Participant deferral / active EE | $3,424 | $6,652-48.5% | $8,065-57.5% | $4,300-20.4% |
| Admin fee / account holder | $4,415 | $7,953-44.5% | $12,993-66.0% | $6,925-36.3% |