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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 | $78,557 | $73,978+6.2% | $96,515-18.6% | $75,173+4.5% |
| Participation rate | 56.7% | 66.4%-9.7pp | 74.3%-17.6pp | 67.2%-10.5pp |
| Annual return | 12.18% | 26.72%-14.5pp | 35.73%-23.6pp | 160.72%-148.5pp |
| Employer contribution / active EE | $1,952 | $2,931-33.4% | $3,740-47.8% | $2,671-26.9% |
| Participant deferral / active EE | $3,306 | $3,660-9.7% | $4,880-32.3% | $4,126-19.9% |
| Admin fee / account holder | $18,701 | $5,219+258.3% | $6,735+177.6% | $5,651+231.0% |