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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 | $83,890 | $77,638+8.1% | $156,551-46.4% | $62,881+33.4% |
| Participation rate | 65.4% | 71.2%-5.8pp | 84.0%-18.6pp | 69.3%-3.9pp |
| Annual return | 3.63% | 50.33%-46.7pp | 32.23%-28.6pp | 20.14%-16.5pp |
| Employer contribution / active EE | $1,950 | $3,444-43.4% | $5,501-64.6% | $2,281-14.5% |
| Participant deferral / active EE | $2,261 | $3,046-25.8% | $4,871-53.6% | $3,203-29.4% |
| Admin fee / account holder | $10,434 | $5,561+87.6% | $13,028-19.9% | $4,296+142.9% |