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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 | $71,803 | $52,380+37.1% | $98,775-27.3% | $85,847-16.4% |
| Participation rate | 56.7% | 58.0%-1.3pp | 65.7%-9.1pp | 69.3%-12.7pp |
| Annual return | 10.16% | 25.82%-15.7pp | 49.92%-39.8pp | 318.61%-308.4pp |
| Employer contribution / active EE | $1,186 | $1,337-11.3% | $2,067-42.6% | $2,565-53.8% |
| Participant deferral / active EE | $2,853 | $2,101+35.8% | $3,035-6.0% | $3,952-27.8% |
| Admin fee / account holder | $1,659 | $3,865-57.1% | $4,076-59.3% | $6,261-73.5% |