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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 | $87,562 | $78,690+11.3% | $161,489-45.8% | $87,485+0.1% |
| Participation rate | 65.6% | 67.5%-1.9pp | 78.7%-13.1pp | 68.9%-3.4pp |
| Annual return | 12.21% | 32.74%-20.5pp | 89.72%-77.5pp | 26.06%-13.8pp |
| Employer contribution / active EE | $1,629 | $2,588-37.1% | $4,268-61.8% | $2,596-37.3% |
| Participant deferral / active EE | $3,681 | $3,311+11.2% | $5,630-34.6% | $4,274-13.9% |
| Admin fee / account holder | $3,164 | $6,724-52.9% | $16,006-80.2% | $7,775-59.3% |