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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 | $78,864 | $102,422-23.0% | $147,117-46.4% | $80,959-2.6% |
| Participation rate | 68.2% | 75.9%-7.7pp | 82.2%-14.0pp | 67.7%+0.5pp |
| Annual return | 9.48% | 135.16%-125.7pp | 420.54%-411.1pp | 35.67%-26.2pp |
| Employer contribution / active EE | $1,798 | $3,717-51.6% | $4,932-63.5% | $2,757-34.8% |
| Participant deferral / active EE | $5,003 | $6,652-24.8% | $8,065-38.0% | $4,300+16.3% |
| Admin fee / account holder | $468 | $7,953-94.1% | $12,993-96.4% | $6,925-93.2% |