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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 | $66,015 | $102,385-35.5% | $147,080-55.1% | $80,935-18.4% |
| Participation rate | 55.6% | 75.9%-20.3pp | 82.2%-26.6pp | 67.7%-12.1pp |
| Annual return | 7.32% | 135.09%-127.8pp | 420.17%-412.8pp | 35.66%-28.3pp |
| Employer contribution / active EE | $2,281 | $3,717-38.6% | $4,933-53.8% | $2,757-17.2% |
| Participant deferral / active EE | $4,382 | $6,651-34.1% | $8,066-45.7% | $4,299+1.9% |
| Admin fee / account holder | $13,510 | $7,951+69.9% | $12,989+4.0% | $6,924+95.1% |