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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 | $64,901 | $102,422-36.6% | $147,117-55.9% | $80,959-19.8% |
| Participation rate | 61.3% | 75.9%-14.6pp | 82.2%-20.9pp | 67.7%-6.4pp |
| Annual return | 11.40% | 135.16%-123.8pp | 420.54%-409.1pp | 35.67%-24.3pp |
| Employer contribution / active EE | $2,145 | $3,717-42.3% | $4,932-56.5% | $2,757-22.2% |
| Participant deferral / active EE | $3,354 | $6,652-49.6% | $8,065-58.4% | $4,300-22.0% |
| Admin fee / account holder | $1,678 | $7,953-78.9% | $12,993-87.1% | $6,925-75.8% |