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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 | $102,385-45.9% | $147,080-62.3% | $80,935-31.6% |
| Participation rate | 65.1% | 75.9%-10.8pp | 82.2%-17.1pp | 67.7%-2.5pp |
| Annual return | 10.13% | 135.09%-125.0pp | 420.17%-410.0pp | 35.66%-25.5pp |
| Employer contribution / active EE | $2,130 | $3,717-42.7% | $4,933-56.8% | $2,757-22.8% |
| Participant deferral / active EE | $3,824 | $6,651-42.5% | $8,066-52.6% | $4,299-11.1% |
| Admin fee / account holder | $14,562 | $7,951+83.1% | $12,989+12.1% | $6,924+110.3% |