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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 | $81,002 | $79,894+1.4% | $135,792-40.3% | $82,637-2.0% |
| Participation rate | 51.4% | 63.0%-11.7pp | 72.6%-21.2pp | 68.1%-16.7pp |
| Annual return | 4.21% | 17.20%-13.0pp | 25.96%-21.7pp | 53.51%-49.3pp |
| Employer contribution / active EE | $984 | $2,165-54.6% | $3,496-71.9% | $2,552-61.5% |
| Participant deferral / active EE | $3,972 | $3,194+24.4% | $4,759-16.5% | $4,126-3.7% |
| Admin fee / account holder | $63,494 | $6,434+886.8% | $12,266+417.7% | $7,339+765.2% |