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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 | $77,193 | $102,385-24.6% | $147,080-47.5% | $80,935-4.6% |
| Participation rate | 64.4% | 75.9%-11.4pp | 82.2%-17.7pp | 67.7%-3.2pp |
| Annual return | 11.04% | 135.09%-124.0pp | 420.17%-409.1pp | 35.66%-24.6pp |
| Employer contribution / active EE | $2,089 | $3,717-43.8% | $4,933-57.7% | $2,757-24.2% |
| Participant deferral / active EE | $4,092 | $6,651-38.5% | $8,066-49.3% | $4,299-4.8% |
| Admin fee / account holder | $20,256 | $7,951+154.7% | $12,989+55.9% | $6,924+192.5% |