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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 | $83,057 | $93,598-11.3% | $135,974-38.9% | $75,173+10.5% |
| Participation rate | 53.8% | 75.2%-21.3pp | 81.9%-28.1pp | 67.2%-13.4pp |
| Annual return | 14.13% | 30.89%-16.8pp | 68.30%-54.2pp | 160.72%-146.6pp |
| Employer contribution / active EE | $2,211 | $3,538-37.5% | $4,859-54.5% | $2,671-17.2% |
| Participant deferral / active EE | $4,883 | $6,405-23.8% | $7,760-37.1% | $4,126+18.3% |
| Admin fee / account holder | $17,890 | $6,978+156.4% | $10,767+66.2% | $5,651+216.6% |