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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 | $102,422-40.3% | $147,117-58.4% | $80,959-24.5% |
| Participation rate | 68.8% | 75.9%-7.1pp | 82.2%-13.4pp | 67.7%+1.1pp |
| Annual return | 10.13% | 135.16%-125.0pp | 420.54%-410.4pp | 35.67%-25.5pp |
| Employer contribution / active EE | $4,613 | $3,717+24.1% | $4,932-6.5% | $2,757+67.3% |
| Participant deferral / active EE | $10,308 | $6,652+55.0% | $8,065+27.8% | $4,300+139.7% |
| Admin fee / account holder | $20,852 | $7,953+162.2% | $12,993+60.5% | $6,925+201.1% |