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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 | $102,429-25.7% | $147,096-48.3% | $80,925-6.0% |
| Participation rate | 57.7% | 75.9%-18.2pp | 82.2%-24.5pp | 67.7%-10.0pp |
| Annual return | 11.56% | 135.02%-123.5pp | 419.75%-408.2pp | 35.65%-24.1pp |
| Employer contribution / active EE | $1,232 | $3,716-66.9% | $4,936-75.0% | $2,756-55.3% |
| Participant deferral / active EE | $3,823 | $6,649-42.5% | $8,071-52.6% | $4,299-11.1% |
| Admin fee / account holder | $11,398 | $7,957+43.2% | $13,005-12.4% | $6,940+64.2% |