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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 | $36,635 | $102,382-64.2% | $147,005-75.1% | $80,874-54.7% |
| Participation rate | 67.6% | 75.8%-8.3pp | 82.2%-14.6pp | 67.6%-0.1pp |
| Annual return | 11.14% | 134.89%-123.8pp | 418.76%-407.6pp | 35.62%-24.5pp |
| Employer contribution / active EE | $1,965 | $3,715-47.1% | $4,934-60.2% | $2,756-28.7% |
| Participant deferral / active EE | $4,085 | $6,646-38.5% | $8,070-49.4% | $4,297-4.9% |
| Admin fee / account holder | $1,878 | $7,942-76.4% | $13,006-85.6% | $6,935-72.9% |