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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 | $87,243 | $88,672-1.6% | $105,223-17.1% | $82,448+5.8% |
| Participation rate | 58.6% | 67.9%-9.3pp | 75.0%-16.4pp | 68.1%-9.4pp |
| Annual return | 12.17% | 30.86%-18.7pp | 180.65%-168.5pp | 41.64%-29.5pp |
| Employer contribution / active EE | $2,532 | $3,048-16.9% | $3,689-31.4% | $2,551-0.8% |
| Participant deferral / active EE | $8,262 | $4,036+104.7% | $5,072+62.9% | $4,139+99.6% |
| Admin fee / account holder | $34,540 | $7,146+383.4% | $8,859+289.9% | $7,234+377.4% |