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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 | $86,153 | $91,439-5.8% | $135,974-36.6% | $71,511+20.5% |
| Participation rate | 66.7% | 75.7%-9.0pp | 81.9%-15.3pp | 67.9%-1.3pp |
| Annual return | 15.28% | 29.90%-14.6pp | 68.30%-53.0pp | 28.86%-13.6pp |
| Employer contribution / active EE | $2,142 | $3,705-42.2% | $4,859-55.9% | $2,589-17.3% |
| Participant deferral / active EE | $8,815 | $7,093+24.3% | $7,760+13.6% | $4,291+105.4% |
| Admin fee / account holder | $9,230 | $1,267+628.7% | $10,767-14.3% | $1,588+481.1% |