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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 | $80,724 | $89,370-9.7% | $141,197-42.8% | $72,976+10.6% |
| Participation rate | 67.9% | 75.1%-7.3pp | 82.5%-14.6pp | 69.5%-1.6pp |
| Annual return | 18.07% | 111.88%-93.8pp | 71.41%-53.3pp | 81.02%-62.9pp |
| Employer contribution / active EE | $1,782 | $3,115-42.8% | $4,736-62.4% | $2,440-27.0% |
| Participant deferral / active EE | $4,539 | $5,419-16.2% | $6,710-32.4% | $3,608+25.8% |
| Admin fee / account holder | $11,325 | $5,957+90.1% | $10,265+10.3% | $5,124+121.0% |