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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 | $85,451 | $82,133+4.0% | $147,318-42.0% | $64,097+33.3% |
| Participation rate | 54.7% | 62.3%-7.6pp | 82.1%-27.4pp | 55.2%-0.5pp |
| Annual return | 12.59% | 78.78%-66.2pp | 70.43%-57.8pp | 34.64%-22.1pp |
| Employer contribution / active EE | $1,714 | $2,872-40.3% | $4,593-62.7% | $1,891-9.4% |
| Participant deferral / active EE | $3,560 | $5,407-34.2% | $7,906-55.0% | $3,080+15.6% |
| Admin fee / account holder | $12,952 | $3,730+247.2% | $13,708-5.5% | $3,454+274.9% |