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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 | $61,140 | $102,382-40.3% | $147,005-58.4% | $80,874-24.4% |
| Participation rate | 68.8% | 75.8%-7.1pp | 82.2%-13.4pp | 67.6%+1.1pp |
| Annual return | 10.13% | 134.89%-124.8pp | 418.76%-408.6pp | 35.62%-25.5pp |
| Employer contribution / active EE | $4,613 | $3,715+24.2% | $4,934-6.5% | $2,756+67.4% |
| Participant deferral / active EE | $10,308 | $6,646+55.1% | $8,070+27.7% | $4,297+139.9% |
| Admin fee / account holder | $20,852 | $7,942+162.5% | $13,006+60.3% | $6,935+200.7% |