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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 | $75,200 | $102,385-26.6% | $147,080-48.9% | $80,935-7.1% |
| Participation rate | 69.0% | 75.9%-6.9pp | 82.2%-13.2pp | 67.7%+1.3pp |
| Annual return | 6.97% | 135.09%-128.1pp | 420.17%-413.2pp | 35.66%-28.7pp |
| Employer contribution / active EE | $1,212 | $3,717-67.4% | $4,933-75.4% | $2,757-56.0% |
| Participant deferral / active EE | $3,001 | $6,651-54.9% | $8,066-62.8% | $4,299-30.2% |
| Admin fee / account holder | $372 | $7,951-95.3% | $12,989-97.1% | $6,924-94.6% |