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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 | $82,601 | $81,233+1.7% | $155,567-46.9% | $80,874+2.1% |
| Participation rate | 66.7% | 66.2%+0.4pp | 78.2%-11.5pp | 67.6%-1.0pp |
| Annual return | 9.33% | 33.33%-24.0pp | 64.74%-55.4pp | 35.62%-26.3pp |
| Employer contribution / active EE | $2,518 | $3,101-18.8% | $4,674-46.1% | $2,756-8.6% |
| Participant deferral / active EE | $4,261 | $3,452+23.4% | $5,628-24.3% | $4,297-0.8% |
| Admin fee / account holder | $28,642 | $7,998+258.1% | $15,916+80.0% | $6,935+313.0% |