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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 | $69,241 | $102,393-32.4% | $147,041-52.9% | $80,911-14.4% |
| Participation rate | 46.2% | 75.9%-29.7pp | 82.2%-36.0pp | 67.6%-21.5pp |
| Annual return | 10.10% | 134.95%-124.8pp | 419.21%-409.1pp | 35.63%-25.5pp |
| Employer contribution / active EE | $2,365 | $3,715-36.3% | $4,935-52.1% | $2,756-14.2% |
| Participant deferral / active EE | $4,417 | $6,647-33.5% | $8,071-45.3% | $4,297+2.8% |
| Admin fee / account holder | $7,293 | $7,943-8.2% | $13,006-43.9% | $6,935+5.2% |