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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 | $60,030 | $102,393-41.4% | $147,041-59.2% | $80,911-25.8% |
| Participation rate | 56.5% | 75.9%-19.4pp | 82.2%-25.7pp | 67.6%-11.2pp |
| Annual return | 9.23% | 134.95%-125.7pp | 419.21%-410.0pp | 35.63%-26.4pp |
| Employer contribution / active EE | $2,246 | $3,715-39.5% | $4,935-54.5% | $2,756-18.5% |
| Participant deferral / active EE | $3,816 | $6,647-42.6% | $8,071-52.7% | $4,297-11.2% |
| Admin fee / account holder | $1,266 | $7,943-84.1% | $13,006-90.3% | $6,935-81.7% |