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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 | $102,382-42.0% | $147,005-59.6% | $80,874-26.6% |
| Participation rate | 49.1% | 75.8%-26.8pp | 82.2%-33.1pp | 67.6%-18.6pp |
| Annual return | 10.68% | 134.89%-124.2pp | 418.76%-408.1pp | 35.62%-24.9pp |
| Employer contribution / active EE | $2,500 | $3,715-32.7% | $4,934-49.3% | $2,756-9.3% |
| Participant deferral / active EE | $5,531 | $6,646-16.8% | $8,070-31.5% | $4,297+28.7% |
| Admin fee / account holder | $7,750 | $7,942-2.4% | $13,006-40.4% | $6,935+11.7% |