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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 | $60,680 | $93,345-35.0% | $119,126-49.1% | $87,485-30.6% |
| Participation rate | 69.4% | 68.7%+0.7pp | 75.8%-6.3pp | 68.9%+0.5pp |
| Annual return | 10.44% | 19.08%-8.6pp | 282.11%-271.7pp | 26.06%-15.6pp |
| Employer contribution / active EE | $1,112 | $3,172-64.9% | $4,034-72.4% | $2,596-57.2% |
| Participant deferral / active EE | $3,562 | $4,099-13.1% | $5,318-33.0% | $4,274-16.7% |
| Admin fee / account holder | $7,192 | $8,039-10.5% | $10,693-32.7% | $7,775-7.5% |