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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 | $89,064 | $88,672+0.4% | $105,223-15.4% | $82,448+8.0% |
| Participation rate | 55.6% | 67.9%-12.4pp | 75.0%-19.5pp | 68.1%-12.5pp |
| Annual return | 11.98% | 30.86%-18.9pp | 180.65%-168.7pp | 41.64%-29.7pp |
| Employer contribution / active EE | $1,574 | $3,048-48.3% | $3,689-57.3% | $2,551-38.3% |
| Participant deferral / active EE | $4,303 | $4,036+6.6% | $5,072-15.2% | $4,139+4.0% |
| Admin fee / account holder | $14,290 | $7,146+100.0% | $8,859+61.3% | $7,234+97.5% |