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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 | $102,422-64.2% | $147,117-75.1% | $80,959-54.7% |
| Participation rate | 67.6% | 75.9%-8.3pp | 82.2%-14.6pp | 67.7%-0.1pp |
| Annual return | 11.14% | 135.16%-124.0pp | 420.54%-409.4pp | 35.67%-24.5pp |
| Employer contribution / active EE | $1,965 | $3,717-47.1% | $4,932-60.2% | $2,757-28.7% |
| Participant deferral / active EE | $4,085 | $6,652-38.6% | $8,065-49.3% | $4,300-5.0% |
| Admin fee / account holder | $1,878 | $7,953-76.4% | $12,993-85.5% | $6,925-72.9% |