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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 | $81,539 | $78,690+3.6% | $161,489-49.5% | $87,485-6.8% |
| Participation rate | 61.3% | 67.5%-6.2pp | 78.7%-17.4pp | 68.9%-7.6pp |
| Annual return | 10.81% | 32.74%-21.9pp | 89.72%-78.9pp | 26.06%-15.3pp |
| Employer contribution / active EE | $1,982 | $2,588-23.4% | $4,268-53.6% | $2,596-23.6% |
| Participant deferral / active EE | $2,558 | $3,311-22.7% | $5,630-54.6% | $4,274-40.1% |
| Admin fee / account holder | $3,233 | $6,724-51.9% | $16,006-79.8% | $7,775-58.4% |