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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 | $89,712 | $115,931-22.6% | $185,441-51.6% | $86,983+3.1% |
| Participation rate | 61.1% | 73.6%-12.5pp | 80.3%-19.2pp | 69.5%-8.4pp |
| Annual return | 5.20% | 21.47%-16.3pp | 20.16%-15.0pp | 25.83%-20.6pp |
| Employer contribution / active EE | $1,511 | $2,937-48.6% | $4,672-67.7% | $2,584-41.5% |
| Participant deferral / active EE | $3,753 | $4,551-17.5% | $6,152-39.0% | $4,194-10.5% |
| Admin fee / account holder | $91,435 | $10,687+755.6% | $17,890+411.1% | $7,856+1063.9% |