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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 | $102,393-45.6% | $147,041-62.1% | $80,911-31.2% |
| Participation rate | 64.8% | 75.9%-11.0pp | 82.2%-17.4pp | 67.6%-2.8pp |
| Annual return | 9.90% | 134.95%-125.0pp | 419.21%-409.3pp | 35.63%-25.7pp |
| Employer contribution / active EE | $2,144 | $3,715-42.3% | $4,935-56.6% | $2,756-22.2% |
| Participant deferral / active EE | $5,664 | $6,647-14.8% | $8,071-29.8% | $4,297+31.8% |
| Admin fee / account holder | $5,374 | $7,943-32.3% | $13,006-58.7% | $6,935-22.5% |