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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 | $82,560 | $86,919-5.0% | $102,457-19.4% | $80,911+2.0% |
| Participation rate | 60.9% | 72.4%-11.5pp | 76.5%-15.6pp | 67.6%-6.8pp |
| Annual return | 7.09% | 18.90%-11.8pp | 29.41%-22.3pp | 35.63%-28.5pp |
| Employer contribution / active EE | $1,653 | $2,368-30.2% | $3,022-45.3% | $2,756-40.0% |
| Participant deferral / active EE | $4,165 | $4,119+1.1% | $5,054-17.6% | $4,297-3.1% |
| Admin fee / account holder | $13,884 | $8,049+72.5% | $9,451+46.9% | $6,935+100.2% |