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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 | $62,284 | $102,393-39.2% | $147,041-57.6% | $80,911-23.0% |
| Participation rate | 50.0% | 75.9%-25.9pp | 82.2%-32.2pp | 67.6%-17.6pp |
| Annual return | 9.10% | 134.95%-125.8pp | 419.21%-410.1pp | 35.63%-26.5pp |
| Employer contribution / active EE | $1,677 | $3,715-54.9% | $4,935-66.0% | $2,756-39.2% |
| Participant deferral / active EE | $4,438 | $6,647-33.2% | $8,071-45.0% | $4,297+3.3% |
| Admin fee / account holder | $628 | $7,943-92.1% | $13,006-95.2% | $6,935-90.9% |