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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 | $70,106 | $102,385-31.5% | $147,080-52.3% | $80,935-13.4% |
| Participation rate | 46.9% | 75.9%-29.0pp | 82.2%-35.3pp | 67.7%-20.8pp |
| Annual return | 9.33% | 135.09%-125.8pp | 420.17%-410.8pp | 35.66%-26.3pp |
| Employer contribution / active EE | $1,207 | $3,717-67.5% | $4,933-75.5% | $2,757-56.2% |
| Participant deferral / active EE | $6,410 | $6,651-3.6% | $8,066-20.5% | $4,299+49.1% |
| Admin fee / account holder | $5,991 | $7,951-24.6% | $12,989-53.9% | $6,924-13.5% |