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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 | $60,918 | $102,422-40.5% | $147,117-58.6% | $80,959-24.8% |
| Participation rate | 37.5% | 75.9%-38.4pp | 82.2%-44.7pp | 67.7%-30.2pp |
| Annual return | 11.12% | 135.16%-124.0pp | 420.54%-409.4pp | 35.67%-24.6pp |
| Employer contribution / active EE | $1,013 | $3,717-72.7% | $4,932-79.5% | $2,757-63.2% |
| Participant deferral / active EE | $3,407 | $6,652-48.8% | $8,065-57.8% | $4,300-20.8% |
| Admin fee / account holder | $2,469 | $7,953-69.0% | $12,993-81.0% | $6,925-64.3% |