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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 | $77,565 | $102,422-24.3% | $147,117-47.3% | $80,959-4.2% |
| Participation rate | 58.1% | 75.9%-17.8pp | 82.2%-24.1pp | 67.7%-9.6pp |
| Annual return | 10.56% | 135.16%-124.6pp | 420.54%-410.0pp | 35.67%-25.1pp |
| Employer contribution / active EE | $2,429 | $3,717-34.7% | $4,932-50.7% | $2,757-11.9% |
| Participant deferral / active EE | $10,643 | $6,652+60.0% | $8,065+32.0% | $4,300+147.5% |
| Admin fee / account holder | $10,264 | $7,953+29.0% | $12,993-21.0% | $6,925+48.2% |