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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 | $81,358+1.5% | $155,556-46.9% | $80,959+2.0% |
| Participation rate | 66.7% | 66.3%+0.4pp | 78.2%-11.6pp | 67.7%-1.0pp |
| Annual return | 9.33% | 33.39%-24.1pp | 64.84%-55.5pp | 35.67%-26.3pp |
| Employer contribution / active EE | $2,518 | $3,106-18.9% | $4,675-46.1% | $2,757-8.7% |
| Participant deferral / active EE | $4,261 | $3,455+23.3% | $5,631-24.3% | $4,300-0.9% |
| Admin fee / account holder | $28,642 | $7,994+258.3% | $15,885+80.3% | $6,925+313.6% |