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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 | $71,326 | $81,233-12.2% | $155,567-54.2% | $80,874-11.8% |
| Participation rate | 67.9% | 66.2%+1.6pp | 78.2%-10.3pp | 67.6%+0.2pp |
| Annual return | 9.96% | 33.33%-23.4pp | 64.74%-54.8pp | 35.62%-25.7pp |
| Employer contribution / active EE | $1,298 | $3,101-58.1% | $4,674-72.2% | $2,756-52.9% |
| Participant deferral / active EE | $3,054 | $3,452-11.5% | $5,628-45.7% | $4,297-28.9% |
| Admin fee / account holder | $13,150 | $7,998+64.4% | $15,916-17.4% | $6,935+89.6% |