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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 | $63,473 | $105,200-39.7% | $159,474-60.2% | $85,847-26.1% |
| Participation rate | 65.4% | 75.8%-10.4pp | 82.8%-17.4pp | 69.3%-3.9pp |
| Annual return | 11.16% | 45.08%-33.9pp | 263.68%-252.5pp | 318.61%-307.4pp |
| Employer contribution / active EE | $2,685 | $3,319-19.1% | $4,831-44.4% | $2,565+4.7% |
| Participant deferral / active EE | $5,324 | $5,946-10.4% | $7,353-27.6% | $3,952+34.7% |
| Admin fee / account holder | $8,261 | $6,934+19.1% | $10,802-23.5% | $6,261+31.9% |