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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 | $87,619 | $93,598-6.4% | $135,974-35.6% | $75,173+16.6% |
| Participation rate | 42.6% | 75.2%-32.5pp | 81.9%-39.3pp | 67.2%-24.6pp |
| Annual return | 14.10% | 30.89%-16.8pp | 68.30%-54.2pp | 160.72%-146.6pp |
| Employer contribution / active EE | $1,572 | $3,538-55.6% | $4,859-67.6% | $2,671-41.1% |
| Participant deferral / active EE | $5,070 | $6,405-20.8% | $7,760-34.7% | $4,126+22.9% |
| Admin fee / account holder | $24,020 | $6,978+244.2% | $10,767+123.1% | $5,651+325.1% |