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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 | $102,393-32.0% | $147,041-52.7% | $80,911-14.0% |
| Participation rate | 53.5% | 75.9%-22.3pp | 82.2%-28.6pp | 67.6%-14.1pp |
| Annual return | 9.40% | 134.95%-125.6pp | 419.21%-409.8pp | 35.63%-26.2pp |
| Employer contribution / active EE | $2,853 | $3,715-23.2% | $4,935-42.2% | $2,756+3.5% |
| Participant deferral / active EE | $5,345 | $6,647-19.6% | $8,071-33.8% | $4,297+24.4% |
| Admin fee / account holder | $27,095 | $7,943+241.1% | $13,006+108.3% | $6,935+290.7% |