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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 | $84,873 | $78,682+7.9% | $109,188-22.3% | $85,851-1.1% |
| Participation rate | 61.4% | 68.3%-6.8pp | 75.9%-14.5pp | 69.3%-7.9pp |
| Annual return | 11.08% | 25.09%-14.0pp | 25.76%-14.7pp | 318.63%-307.6pp |
| Employer contribution / active EE | $1,656 | $2,734-39.4% | $3,723-55.5% | $2,565-35.4% |
| Participant deferral / active EE | $2,457 | $3,468-29.2% | $4,654-47.2% | $3,952-37.8% |
| Admin fee / account holder | $5,655 | $5,470+3.4% | $6,755-16.3% | $6,261-9.7% |