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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 | $87,557 | $90,400-3.1% | $186,193-53.0% | $87,485+0.1% |
| Participation rate | 59.3% | 66.2%-6.9pp | 77.1%-17.8pp | 68.9%-9.6pp |
| Annual return | 12.51% | 22.15%-9.6pp | 78.03%-65.5pp | 26.06%-13.6pp |
| Employer contribution / active EE | $1,241 | $2,170-42.8% | $3,918-68.3% | $2,596-52.2% |
| Participant deferral / active EE | $4,340 | $4,330+0.2% | $6,513-33.4% | $4,274+1.6% |
| Admin fee / account holder | $20,273 | $8,673+133.7% | $11,058+83.3% | $7,775+160.8% |