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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 | $59,559 | $88,672-32.8% | $105,223-43.4% | $82,448-27.8% |
| Participation rate | 67.7% | 67.9%-0.2pp | 75.0%-7.3pp | 68.1%-0.3pp |
| Annual return | 10.14% | 30.86%-20.7pp | 180.65%-170.5pp | 41.64%-31.5pp |
| Employer contribution / active EE | $1,742 | $3,048-42.8% | $3,689-52.8% | $2,551-31.7% |
| Participant deferral / active EE | $5,038 | $4,036+24.8% | $5,072-0.7% | $4,139+21.7% |
| Admin fee / account holder | $13,493 | $7,146+88.8% | $8,859+52.3% | $7,234+86.5% |