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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 | $78,579 | $89,367-12.1% | $141,191-44.3% | $72,975+7.7% |
| Participation rate | 61.5% | 75.1%-13.6pp | 82.5%-20.9pp | 69.5%-8.0pp |
| Annual return | 18.22% | 111.87%-93.6pp | 71.41%-53.2pp | 81.01%-62.8pp |
| Employer contribution / active EE | $3,052 | $3,115-2.0% | $4,736-35.6% | $2,440+25.1% |
| Participant deferral / active EE | $6,815 | $5,419+25.8% | $6,710+1.6% | $3,608+88.9% |
| Admin fee / account holder | $553 | $5,957-90.7% | $10,264-94.6% | $5,124-89.2% |