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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 | $54,729 | $102,422-46.6% | $147,117-62.8% | $80,959-32.4% |
| Participation rate | 67.9% | 75.9%-7.9pp | 82.2%-14.3pp | 67.7%+0.3pp |
| Annual return | 11.74% | 135.16%-123.4pp | 420.54%-408.8pp | 35.67%-23.9pp |
| Employer contribution / active EE | $1,209 | $3,717-67.5% | $4,932-75.5% | $2,757-56.2% |
| Participant deferral / active EE | $2,658 | $6,652-60.0% | $8,065-67.0% | $4,300-38.2% |
| Admin fee / account holder | $10,522 | $7,953+32.3% | $12,993-19.0% | $6,925+51.9% |