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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 | $94,031-11.9% | $115,768-28.5% | $82,448+0.4% |
| Participation rate | 54.8% | 70.4%-15.6pp | 74.4%-19.6pp | 68.1%-13.2pp |
| Annual return | 8.67% | 20.61%-11.9pp | 100.46%-91.8pp | 41.64%-33.0pp |
| Employer contribution / active EE | $1,897 | $2,323-18.3% | $2,940-35.5% | $2,551-25.6% |
| Participant deferral / active EE | $1,897 | $3,972-52.2% | $4,917-61.4% | $4,139-54.2% |
| Admin fee / account holder | $32,935 | $10,249+221.3% | $12,439+164.8% | $7,234+355.3% |