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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 | $77,840 | $108,825-28.5% | $156,181-50.2% | $82,448-5.6% |
| Participation rate | 59.2% | 72.4%-13.2pp | 78.8%-19.6pp | 68.1%-8.9pp |
| Annual return | 12.36% | 20.59%-8.2pp | 64.87%-52.5pp | 41.64%-29.3pp |
| Employer contribution / active EE | $2,213 | $2,870-22.9% | $4,294-48.5% | $2,551-13.2% |
| Participant deferral / active EE | $4,084 | $4,577-10.8% | $6,132-33.4% | $4,139-1.3% |
| Admin fee / account holder | $17,986 | $9,341+92.6% | $14,586+23.3% | $7,234+148.6% |