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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 | $76,096 | $102,382-25.7% | $147,005-48.2% | $80,874-5.9% |
| Participation rate | 57.7% | 75.8%-18.2pp | 82.2%-24.5pp | 67.6%-10.0pp |
| Annual return | 11.56% | 134.89%-123.3pp | 418.76%-407.2pp | 35.62%-24.1pp |
| Employer contribution / active EE | $1,232 | $3,715-66.8% | $4,934-75.0% | $2,756-55.3% |
| Participant deferral / active EE | $3,823 | $6,646-42.5% | $8,070-52.6% | $4,297-11.0% |
| Admin fee / account holder | $11,398 | $7,942+43.5% | $13,006-12.4% | $6,935+64.4% |