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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 | $62,901 | $51,202+22.8% | $70,548-10.8% | $75,181-16.3% |
| Participation rate | 55.2% | 61.0%-5.8pp | 68.3%-13.2pp | 67.2%-12.0pp |
| Annual return | 12.68% | 30.05%-17.4pp | 32.78%-20.1pp | 160.69%-148.0pp |
| Employer contribution / active EE | $1,502 | $1,827-17.8% | $2,975-49.5% | $2,671-43.8% |
| Participant deferral / active EE | $3,668 | $2,850+28.7% | $4,567-19.7% | $4,126-11.1% |
| Admin fee / account holder | $14,525 | $4,094+254.8% | $6,424+126.1% | $5,650+157.1% |