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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 | $55,666 | $102,385-45.6% | $147,080-62.2% | $80,935-31.2% |
| Participation rate | 64.8% | 75.9%-11.1pp | 82.2%-17.4pp | 67.7%-2.8pp |
| Annual return | 9.90% | 135.09%-125.2pp | 420.17%-410.3pp | 35.66%-25.8pp |
| Employer contribution / active EE | $2,144 | $3,717-42.3% | $4,933-56.5% | $2,757-22.2% |
| Participant deferral / active EE | $5,664 | $6,651-14.8% | $8,066-29.8% | $4,299+31.7% |
| Admin fee / account holder | $5,374 | $7,951-32.4% | $12,989-58.6% | $6,924-22.4% |