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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 | $28,479 | $102,429-72.2% | $147,096-80.6% | $80,925-64.8% |
| Participation rate | 63.3% | 75.9%-12.6pp | 82.2%-18.9pp | 67.7%-4.4pp |
| Annual return | 11.81% | 135.02%-123.2pp | 419.75%-407.9pp | 35.65%-23.8pp |
| Employer contribution / active EE | $2,094 | $3,716-43.6% | $4,936-57.6% | $2,756-24.0% |
| Participant deferral / active EE | $5,126 | $6,649-22.9% | $8,071-36.5% | $4,299+19.3% |
| Admin fee / account holder | $9,679 | $7,957+21.6% | $13,005-25.6% | $6,940+39.5% |