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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 | $78,022 | $76,407+2.1% | $150,298-48.1% | $82,448-5.4% |
| Participation rate | 64.4% | 66.4%-2.0pp | 77.8%-13.3pp | 68.1%-3.6pp |
| Annual return | 11.65% | 39.99%-28.3pp | 62.79%-51.1pp | 41.64%-30.0pp |
| Employer contribution / active EE | $1,997 | $2,614-23.6% | $4,154-51.9% | $2,551-21.7% |
| Participant deferral / active EE | $4,305 | $3,214+33.9% | $5,453-21.0% | $4,139+4.0% |
| Admin fee / account holder | $36,641 | $6,352+476.8% | $14,116+159.6% | $7,234+406.5% |