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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 | $72,045 | $102,422-29.7% | $147,117-51.0% | $80,959-11.0% |
| Participation rate | 60.9% | 75.9%-15.0pp | 82.2%-21.3pp | 67.7%-6.8pp |
| Annual return | 6.67% | 135.16%-128.5pp | 420.54%-413.9pp | 35.67%-29.0pp |
| Employer contribution / active EE | $2,086 | $3,717-43.9% | $4,932-57.7% | $2,757-24.3% |
| Participant deferral / active EE | $3,832 | $6,652-42.4% | $8,065-52.5% | $4,300-10.9% |
| Admin fee / account holder | $7,869 | $7,953-1.1% | $12,993-39.4% | $6,925+13.6% |