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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 | $67,341 | $102,393-34.2% | $147,041-54.2% | $80,911-16.8% |
| Participation rate | 63.0% | 75.9%-12.9pp | 82.2%-19.2pp | 67.6%-4.7pp |
| Annual return | 11.05% | 134.95%-123.9pp | 419.21%-408.2pp | 35.63%-24.6pp |
| Employer contribution / active EE | $2,444 | $3,715-34.2% | $4,935-50.5% | $2,756-11.3% |
| Participant deferral / active EE | $5,435 | $6,647-18.2% | $8,071-32.7% | $4,297+26.5% |
| Admin fee / account holder | $6,764 | $7,943-14.9% | $13,006-48.0% | $6,935-2.5% |