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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 | $94,628 | $91,559+3.4% | $133,978-29.4% | $79,856+18.5% |
| Participation rate | 65.0% | 73.3%-8.3pp | 79.8%-14.8pp | 69.6%-4.6pp |
| Annual return | 8.06% | 61.85%-53.8pp | 45.10%-37.0pp | 31.71%-23.7pp |
| Employer contribution / active EE | $1,271 | $2,384-46.7% | $3,919-67.6% | $2,471-48.6% |
| Participant deferral / active EE | $2,242 | $3,734-39.9% | $5,047-55.6% | $3,741-40.1% |
| Admin fee / account holder | $15,388 | $6,321+143.4% | $8,930+72.3% | $5,306+190.0% |