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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 | $72,892 | $102,422-28.8% | $147,117-50.5% | $80,959-10.0% |
| Participation rate | 65.0% | 75.9%-10.9pp | 82.2%-17.2pp | 67.7%-2.7pp |
| Annual return | 10.84% | 135.16%-124.3pp | 420.54%-409.7pp | 35.67%-24.8pp |
| Employer contribution / active EE | $1,342 | $3,717-63.9% | $4,932-72.8% | $2,757-51.3% |
| Participant deferral / active EE | $6,071 | $6,652-8.7% | $8,065-24.7% | $4,300+41.2% |
| Admin fee / account holder | $2,516 | $7,953-68.4% | $12,993-80.6% | $6,925-63.7% |