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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 | $102,385-32.4% | $147,080-52.9% | $80,935-14.4% |
| Participation rate | 46.2% | 75.9%-29.7pp | 82.2%-36.0pp | 67.7%-21.5pp |
| Annual return | 10.10% | 135.09%-125.0pp | 420.17%-410.1pp | 35.66%-25.6pp |
| Employer contribution / active EE | $2,365 | $3,717-36.4% | $4,933-52.1% | $2,757-14.2% |
| Participant deferral / active EE | $4,417 | $6,651-33.6% | $8,066-45.2% | $4,299+2.7% |
| Admin fee / account holder | $7,293 | $7,951-8.3% | $12,989-43.9% | $6,924+5.3% |