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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 | $78,571 | $77,920+0.8% | $149,723-47.5% | $75,177+4.5% |
| Participation rate | 7.8% | 65.6%-57.7pp | 78.8%-70.9pp | 67.2%-59.4pp |
| Annual return | 10.76% | 31.72%-21.0pp | 134.50%-123.7pp | 160.75%-150.0pp |
| Employer contribution / active EE | $1,735 | $3,138-44.7% | $4,821-64.0% | $2,671-35.1% |
| Participant deferral / active EE | $3,974 | $3,411+16.5% | $5,682-30.1% | $4,126-3.7% |
| Admin fee / account holder | $8,126 | $5,951+36.6% | $13,215-38.5% | $5,651+43.8% |