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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 | $64,279 | $98,766-34.9% | $149,730-57.1% | $79,852-19.5% |
| Participation rate | 57.6% | 75.8%-18.2pp | 82.5%-24.9pp | 69.6%-12.1pp |
| Annual return | 11.11% | 27.43%-16.3pp | 276.70%-265.6pp | 31.72%-20.6pp |
| Employer contribution / active EE | $1,222 | $3,217-62.0% | $4,645-73.7% | $2,471-50.5% |
| Participant deferral / active EE | $3,557 | $5,681-37.4% | $6,843-48.0% | $3,740-4.9% |
| Admin fee / account holder | $23,256 | $6,052+284.3% | $9,310+149.8% | $5,306+338.3% |