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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 | $79,920 | $88,672-9.9% | $105,223-24.0% | $82,448-3.1% |
| Participation rate | 52.8% | 67.9%-15.1pp | 75.0%-22.3pp | 68.1%-15.3pp |
| Annual return | 12.07% | 30.86%-18.8pp | 180.65%-168.6pp | 41.64%-29.6pp |
| Employer contribution / active EE | $1,142 | $3,048-62.5% | $3,689-69.0% | $2,551-55.2% |
| Participant deferral / active EE | $4,884 | $4,036+21.0% | $5,072-3.7% | $4,139+18.0% |
| Admin fee / account holder | $12,574 | $7,146+76.0% | $8,859+41.9% | $7,234+73.8% |