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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 | $80,423 | $88,672-9.3% | $105,223-23.6% | $82,448-2.5% |
| Participation rate | 65.4% | 67.9%-2.5pp | 75.0%-9.7pp | 68.1%-2.7pp |
| Annual return | 12.05% | 30.86%-18.8pp | 180.65%-168.6pp | 41.64%-29.6pp |
| Employer contribution / active EE | $1,231 | $3,048-59.6% | $3,689-66.6% | $2,551-51.8% |
| Participant deferral / active EE | $10,271 | $4,036+154.5% | $5,072+102.5% | $4,139+148.1% |
| Admin fee / account holder | $21,156 | $7,146+196.0% | $8,859+138.8% | $7,234+192.4% |