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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 | $80,855+0.2% | $153,416-47.2% | $86,983-6.9% |
| Participation rate | 51.4% | 64.1%-12.8pp | 74.3%-23.0pp | 69.5%-18.2pp |
| Annual return | 4.21% | 16.18%-12.0pp | 17.84%-13.6pp | 25.83%-21.6pp |
| Employer contribution / active EE | $984 | $2,308-57.4% | $3,764-73.9% | $2,584-61.9% |
| Participant deferral / active EE | $3,972 | $3,333+19.2% | $4,723-15.9% | $4,194-5.3% |
| Admin fee / account holder | $63,494 | $6,908+819.1% | $13,095+384.9% | $7,856+708.2% |