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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 | $81,276+1.6% | $155,574-46.9% | $80,925+2.1% |
| Participation rate | 66.7% | 66.2%+0.4pp | 78.2%-11.5pp | 67.7%-1.0pp |
| Annual return | 9.33% | 33.36%-24.0pp | 64.87%-55.5pp | 35.65%-26.3pp |
| Employer contribution / active EE | $2,518 | $3,103-18.9% | $4,676-46.1% | $2,756-8.6% |
| Participant deferral / active EE | $4,261 | $3,453+23.4% | $5,629-24.3% | $4,299-0.9% |
| Admin fee / account holder | $28,642 | $7,993+258.3% | $15,914+80.0% | $6,940+312.7% |