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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 | $60,694 | $102,385-40.7% | $147,080-58.7% | $80,935-25.0% |
| Participation rate | 43.6% | 75.9%-32.3pp | 82.2%-38.6pp | 67.7%-24.1pp |
| Annual return | 11.36% | 135.09%-123.7pp | 420.17%-408.8pp | 35.66%-24.3pp |
| Employer contribution / active EE | $1,640 | $3,717-55.9% | $4,933-66.8% | $2,757-40.5% |
| Participant deferral / active EE | $3,465 | $6,651-47.9% | $8,066-57.0% | $4,299-19.4% |
| Admin fee / account holder | $1,578 | $7,951-80.2% | $12,989-87.9% | $6,924-77.2% |