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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 | $28,315 | $102,385-72.3% | $147,080-80.7% | $80,935-65.0% |
| Participation rate | 65.0% | 75.9%-10.9pp | 82.2%-17.2pp | 67.7%-2.7pp |
| Annual return | 9.96% | 135.09%-125.1pp | 420.17%-410.2pp | 35.66%-25.7pp |
| Employer contribution / active EE | $1,413 | $3,717-62.0% | $4,933-71.4% | $2,757-48.7% |
| Participant deferral / active EE | $4,386 | $6,651-34.1% | $8,066-45.6% | $4,299+2.0% |
| Admin fee / account holder | $5,012 | $7,951-37.0% | $12,989-61.4% | $6,924-27.6% |