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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 | $82,803 | $94,436-12.3% | $115,599-28.4% | $82,637+0.2% |
| Participation rate | 54.8% | 70.4%-15.6pp | 74.3%-19.4pp | 68.1%-13.2pp |
| Annual return | 8.67% | 18.37%-9.7pp | 111.10%-102.4pp | 53.51%-44.8pp |
| Employer contribution / active EE | $1,897 | $2,324-18.4% | $2,955-35.8% | $2,552-25.7% |
| Participant deferral / active EE | $1,897 | $3,955-52.0% | $4,889-61.2% | $4,126-54.0% |
| Admin fee / account holder | $32,935 | $10,328+218.9% | $12,841+156.5% | $7,339+348.8% |