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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 | $78,945 | $102,429-22.9% | $147,096-46.3% | $80,925-2.4% |
| Participation rate | 64.5% | 75.9%-11.3pp | 82.2%-17.7pp | 67.7%-3.1pp |
| Annual return | 11.51% | 135.02%-123.5pp | 419.75%-408.2pp | 35.65%-24.1pp |
| Employer contribution / active EE | $3,077 | $3,716-17.2% | $4,936-37.7% | $2,756+11.6% |
| Participant deferral / active EE | $5,931 | $6,649-10.8% | $8,071-26.5% | $4,299+38.0% |
| Admin fee / account holder | $17,553 | $7,957+120.6% | $13,005+35.0% | $6,940+152.9% |