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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 | $76,866 | $102,385-24.9% | $147,080-47.7% | $80,935-5.0% |
| Participation rate | 41.8% | 75.9%-34.1pp | 82.2%-40.4pp | 67.7%-25.9pp |
| Annual return | 11.60% | 135.09%-123.5pp | 420.17%-408.6pp | 35.66%-24.1pp |
| Employer contribution / active EE | $1,711 | $3,717-54.0% | $4,933-65.3% | $2,757-37.9% |
| Participant deferral / active EE | $5,801 | $6,651-12.8% | $8,066-28.1% | $4,299+34.9% |
| Admin fee / account holder | $36,211 | $7,951+355.4% | $12,989+178.8% | $6,924+422.9% |