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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 | $41,581 | $102,393-59.4% | $147,041-71.7% | $80,911-48.6% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.6%-1.0pp |
| Annual return | 11.63% | 134.95%-123.3pp | 419.21%-407.6pp | 35.63%-24.0pp |
| Employer contribution / active EE | $3,483 | $3,715-6.3% | $4,935-29.4% | $2,756+26.4% |
| Participant deferral / active EE | $5,450 | $6,647-18.0% | $8,071-32.5% | $4,297+26.8% |
| Admin fee / account holder | $4,783 | $7,943-39.8% | $13,006-63.2% | $6,935-31.0% |