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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 | $40,092 | $102,422-60.9% | $147,117-72.7% | $80,959-50.5% |
| Participation rate | 50.8% | 75.9%-25.0pp | 82.2%-31.3pp | 67.7%-16.8pp |
| Annual return | 11.10% | 135.16%-124.1pp | 420.54%-409.4pp | 35.67%-24.6pp |
| Employer contribution / active EE | $1,670 | $3,717-55.1% | $4,932-66.1% | $2,757-39.4% |
| Participant deferral / active EE | $3,695 | $6,652-44.5% | $8,065-54.2% | $4,300-14.1% |
| Admin fee / account holder | $4,147 | $7,953-47.9% | $12,993-68.1% | $6,925-40.1% |