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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 | $62,944 | $102,393-38.5% | $147,041-57.2% | $80,911-22.2% |
| Participation rate | 63.8% | 75.9%-12.0pp | 82.2%-18.3pp | 67.6%-3.8pp |
| Annual return | 11.08% | 134.95%-123.9pp | 419.21%-408.1pp | 35.63%-24.6pp |
| Employer contribution / active EE | $1,606 | $3,715-56.8% | $4,935-67.5% | $2,756-41.7% |
| Participant deferral / active EE | $4,489 | $6,647-32.5% | $8,071-44.4% | $4,297+4.5% |
| Admin fee / account holder | $7,290 | $7,943-8.2% | $13,006-44.0% | $6,935+5.1% |