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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 | $61,279 | $105,198-41.7% | $159,455-61.6% | $85,856-28.6% |
| Participation rate | 63.2% | 75.8%-12.6pp | 82.8%-19.7pp | 69.3%-6.2pp |
| Annual return | 11.21% | 45.08%-33.9pp | 263.63%-252.4pp | 318.58%-307.4pp |
| Employer contribution / active EE | $665 | $3,319-80.0% | $4,830-86.2% | $2,565-74.1% |
| Participant deferral / active EE | $3,021 | $5,946-49.2% | $7,353-58.9% | $3,952-23.6% |
| Admin fee / account holder | $4,004 | $6,934-42.3% | $10,800-62.9% | $6,261-36.0% |