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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 | $59,395 | $102,422-42.0% | $147,117-59.6% | $80,959-26.6% |
| Participation rate | 49.1% | 75.9%-26.8pp | 82.2%-33.1pp | 67.7%-18.6pp |
| Annual return | 10.68% | 135.16%-124.5pp | 420.54%-409.9pp | 35.67%-25.0pp |
| Employer contribution / active EE | $2,500 | $3,717-32.7% | $4,932-49.3% | $2,757-9.3% |
| Participant deferral / active EE | $5,531 | $6,652-16.9% | $8,065-31.4% | $4,300+28.6% |
| Admin fee / account holder | $7,750 | $7,953-2.6% | $12,993-40.4% | $6,925+11.9% |