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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 | $102,429-42.0% | $147,096-59.6% | $80,925-26.6% |
| Participation rate | 49.1% | 75.9%-26.8pp | 82.2%-33.1pp | 67.7%-18.6pp |
| Annual return | 10.68% | 135.02%-124.3pp | 419.75%-409.1pp | 35.65%-25.0pp |
| Employer contribution / active EE | $2,500 | $3,716-32.7% | $4,936-49.3% | $2,756-9.3% |
| Participant deferral / active EE | $5,531 | $6,649-16.8% | $8,071-31.5% | $4,299+28.7% |
| Admin fee / account holder | $7,750 | $7,957-2.6% | $13,005-40.4% | $6,940+11.7% |