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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 | $75,713 | $102,422-26.1% | $147,117-48.5% | $80,959-6.5% |
| Participation rate | 69.7% | 75.9%-6.1pp | 82.2%-12.4pp | 67.7%+2.1pp |
| Annual return | 11.49% | 135.16%-123.7pp | 420.54%-409.0pp | 35.67%-24.2pp |
| Employer contribution / active EE | $3,273 | $3,717-12.0% | $4,932-33.6% | $2,757+18.7% |
| Participant deferral / active EE | $5,771 | $6,652-13.2% | $8,065-28.4% | $4,300+34.2% |
| Admin fee / account holder | $6,407 | $7,953-19.4% | $12,993-50.7% | $6,925-7.5% |