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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 | $102,429-73.8% | $147,096-81.7% | $80,925-66.8% |
| Participation rate | 65.7% | 75.9%-10.1pp | 82.2%-16.5pp | 67.7%-1.9pp |
| Annual return | 11.61% | 135.02%-123.4pp | 419.75%-408.1pp | 35.65%-24.0pp |
| Employer contribution / active EE | $3,413 | $3,716-8.1% | $4,936-30.8% | $2,756+23.8% |
| Participant deferral / active EE | $3,339 | $6,649-49.8% | $8,071-58.6% | $4,299-22.3% |
| Admin fee / account holder | $2,222 | $7,957-72.1% | $13,005-82.9% | $6,940-68.0% |