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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 | $81,705 | $78,428+4.2% | $95,960-14.9% | $79,852+2.3% |
| Participation rate | 56.0% | 73.5%-17.5pp | 77.1%-21.1pp | 69.6%-13.6pp |
| Annual return | 0.36% | 19.37%-19.0pp | 91.63%-91.3pp | 31.72%-31.4pp |
| Employer contribution / active EE | $1,421 | $1,945-27.0% | $2,541-44.1% | $2,471-42.5% |
| Participant deferral / active EE | $1,835 | $3,440-46.6% | $4,167-56.0% | $3,740-50.9% |
| Admin fee / account holder | $15,185 | $5,622+170.1% | $6,797+123.4% | $5,306+186.2% |