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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 | $59,686 | $98,776-39.6% | $149,745-60.1% | $79,856-25.3% |
| Participation rate | 63.2% | 75.8%-12.6pp | 82.5%-19.3pp | 69.6%-6.5pp |
| Annual return | 11.73% | 27.38%-15.6pp | 276.72%-265.0pp | 31.71%-20.0pp |
| Employer contribution / active EE | $1,858 | $3,217-42.2% | $4,646-60.0% | $2,471-24.8% |
| Participant deferral / active EE | $3,997 | $5,681-29.6% | $6,843-41.6% | $3,741+6.9% |
| Admin fee / account holder | $3,797 | $6,053-37.3% | $9,312-59.2% | $5,306-28.4% |