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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 | $69,601 | $102,422-32.0% | $147,117-52.7% | $80,959-14.0% |
| Participation rate | 53.5% | 75.9%-22.4pp | 82.2%-28.7pp | 67.7%-14.1pp |
| Annual return | 9.40% | 135.16%-125.8pp | 420.54%-411.1pp | 35.67%-26.3pp |
| Employer contribution / active EE | $2,853 | $3,717-23.2% | $4,932-42.2% | $2,757+3.5% |
| Participant deferral / active EE | $5,345 | $6,652-19.6% | $8,065-33.7% | $4,300+24.3% |
| Admin fee / account holder | $27,095 | $7,953+240.7% | $12,993+108.5% | $6,925+291.2% |