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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 | $55,385 | $102,422-45.9% | $147,117-62.4% | $80,959-31.6% |
| Participation rate | 65.1% | 75.9%-10.8pp | 82.2%-17.1pp | 67.7%-2.6pp |
| Annual return | 10.13% | 135.16%-125.0pp | 420.54%-410.4pp | 35.67%-25.5pp |
| Employer contribution / active EE | $2,130 | $3,717-42.7% | $4,932-56.8% | $2,757-22.8% |
| Participant deferral / active EE | $3,824 | $6,652-42.5% | $8,065-52.6% | $4,300-11.1% |
| Admin fee / account holder | $14,562 | $7,953+83.1% | $12,993+12.1% | $6,925+110.3% |