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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 | $76,637 | $88,672-13.6% | $105,223-27.2% | $82,448-7.0% |
| Participation rate | 56.3% | 67.9%-11.6pp | 75.0%-18.7pp | 68.1%-11.7pp |
| Annual return | 12.59% | 30.86%-18.3pp | 180.65%-168.1pp | 41.64%-29.0pp |
| Employer contribution / active EE | $2,087 | $3,048-31.5% | $3,689-43.4% | $2,551-18.2% |
| Participant deferral / active EE | $3,618 | $4,036-10.4% | $5,072-28.7% | $4,139-12.6% |
| Admin fee / account holder | $29,305 | $7,146+310.1% | $8,859+230.8% | $7,234+305.1% |