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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 | $81,384 | $102,422-20.5% | $147,117-44.7% | $80,959+0.5% |
| Participation rate | 61.0% | 75.9%-14.9pp | 82.2%-21.2pp | 67.7%-6.7pp |
| Annual return | 10.24% | 135.16%-124.9pp | 420.54%-410.3pp | 35.67%-25.4pp |
| Employer contribution / active EE | $1,251 | $3,717-66.4% | $4,932-74.6% | $2,757-54.6% |
| Participant deferral / active EE | $3,477 | $6,652-47.7% | $8,065-56.9% | $4,300-19.1% |
| Admin fee / account holder | $915 | $7,953-88.5% | $12,993-93.0% | $6,925-86.8% |