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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 | $77,155 | $102,393-24.6% | $147,041-47.5% | $80,911-4.6% |
| Participation rate | 64.1% | 75.9%-11.8pp | 82.2%-18.1pp | 67.6%-3.5pp |
| Annual return | 10.66% | 134.95%-124.3pp | 419.21%-408.6pp | 35.63%-25.0pp |
| Employer contribution / active EE | $1,497 | $3,715-59.7% | $4,935-69.7% | $2,756-45.7% |
| Participant deferral / active EE | $9,267 | $6,647+39.4% | $8,071+14.8% | $4,297+115.7% |
| Admin fee / account holder | $31,361 | $7,943+294.8% | $13,006+141.1% | $6,935+352.2% |