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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 | $26,863 | $102,422-73.8% | $147,117-81.7% | $80,959-66.8% |
| Participation rate | 65.7% | 75.9%-10.2pp | 82.2%-16.5pp | 67.7%-2.0pp |
| Annual return | 11.61% | 135.16%-123.5pp | 420.54%-408.9pp | 35.67%-24.1pp |
| Employer contribution / active EE | $3,413 | $3,717-8.2% | $4,932-30.8% | $2,757+23.8% |
| Participant deferral / active EE | $3,339 | $6,652-49.8% | $8,065-58.6% | $4,300-22.4% |
| Admin fee / account holder | $2,222 | $7,953-72.1% | $12,993-82.9% | $6,925-67.9% |