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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 | $82,745 | $76,551+8.1% | $123,894-33.2% | $62,881+31.6% |
| Participation rate | 67.7% | 73.0%-5.2pp | 81.4%-13.7pp | 69.3%-1.6pp |
| Annual return | 5.43% | 18.68%-13.2pp | 47.52%-42.1pp | 20.14%-14.7pp |
| Employer contribution / active EE | $1,575 | $2,882-45.4% | $4,617-65.9% | $2,281-30.9% |
| Participant deferral / active EE | $6,498 | $4,840+34.3% | $5,984+8.6% | $3,203+102.9% |
| Admin fee / account holder | $22,275 | $4,826+361.6% | $8,357+166.5% | $4,296+418.5% |